Integrate the Workbooks CRM API with the Airtable API

Setup the Workbooks CRM API trigger to run a workflow which integrates with the Airtable API. Pipedream's integration platform allows you to integrate Workbooks CRM and Airtable remarkably fast. Free for developers.

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Popular Ways to Connect Workbooks CRM with Airtable#

Create Comment with Airtable API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Comment with Airtable API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Airtable

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Create Customer Order with Workbooks CRM API on New Field from Airtable API

Airtable + Workbooks CRM

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Popular Workbooks CRM and Airtable Triggers#

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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New Field from the Airtable API

Emit new event for each new field created in a table

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Popular Workbooks CRM and Airtable Actions#

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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Create Comment with the Airtable API

Create a new comment on a record. See the documentation

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Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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Create Field with the Airtable API

Create a new field in a table. See the documentation

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Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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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 Airtable#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Connect Airtable#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    airtable_oauth: {
      type: "app",
      app: "airtable_oauth",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.airtable.com/v0/meta/whoami`,
      headers: {
        Authorization: `Bearer ${this.airtable_oauth.$auth.oauth_access_token}`,
      },
    })
  },
})

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