What do you want to automate
with Workbooks CRM and ActiveCampaign?
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Popular Ways to Connect Workbooks CRM with ActiveCampaign#
Popular Workbooks CRM and ActiveCampaign Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event each time an automation sends out webhook data.
Popular Workbooks CRM and ActiveCampaign Actions#
Creates an order from your customers for your goods or services.
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Overview of Workbooks CRM#
The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.
Connect Workbooks CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workbooks_crm: {
type: "app",
app: "workbooks_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://secure.workbooks.com/activity/tasks.api`,
headers: {
"Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
},
})
},
})
Overview of ActiveCampaign#
ActiveCampaign's API provides a powerful interface to automate your email marketing, sales automation, and customer relationship management. By leveraging ActiveCampaign with Pipedream, you can create custom, automated workflows that react to events in real-time, sync data between various platforms, and trigger targeted communication with your users. With the ability to perform actions such as adding contacts, updating deals, and sending out campaigns, the API offers a wide range of possibilities for enhancing your marketing strategies.
Connect ActiveCampaign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
activecampaign: {
type: "app",
app: "activecampaign",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.activecampaign.$auth.base_url}/api/3/users/me`,
headers: {
"Api-Token": `${this.activecampaign.$auth.api_key}`,
},
})
},
})
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