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with Workbooks CRM and Airparser?
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Popular Ways to Connect Workbooks CRM with Airparser#
Popular Workbooks CRM and Airparser Triggers#
Emit new event when a document is parsed. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Airparser Actions#
Creates an order from your customers for your goods or services.
Extracts structured data based on a user-predefined extraction schema. See the documentation
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.
Uploads a document into the inbox for data extraction. See the documentation
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 Airparser#
The Airparser API simplifies the process of extracting data from emails, such as order confirmations, shipping notifications, or any structured email content. By transforming emails into structured data, it enables seamless integration of email data into various workflows. On Pipedream, you can leverage this API to create automations that act on the parsed data—like updating databases, triggering notifications, or integrating with other apps and services.
Connect Airparser#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
airparser: {
type: "app",
app: "airparser",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.airparser.com/inboxes/`,
headers: {
"X-API-Key": `${this.airparser.$auth.api_key}`,
},
})
},
})
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