Integrate the Workbooks CRM API with the Amazon SES API

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

Popular Ways to Connect Workbooks CRM with Amazon SES#

Create Email Template with Amazon SES API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Amazon SES

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Create Email Template with Amazon SES API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Amazon SES

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Create Email Template with Amazon SES API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Amazon SES

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Create Email Template with Amazon SES API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Amazon SES

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Get Email Template with Amazon SES API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Amazon SES

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Popular Workbooks CRM and Amazon SES 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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Popular Workbooks CRM and Amazon SES 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 Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

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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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Get Email Template with the Amazon SES API

Get an email template. See the docs

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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 Amazon SES#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES#

module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})