What do you want to automate
with Workbooks CRM and Asana?
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Popular Ways to Connect Workbooks CRM with Asana#
Popular Workbooks CRM and Asana Triggers#
Emit new event for each new project added to a workspace.
Emit new event for each story added to a project.
Emit new event when a new organisation is created.
Popular Workbooks CRM and Asana 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.
Returns and order if exists otherwise creates a new one.
Add a task to a specific, existing section. This will remove the task from other sections of the project. 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 Asana#
The Asana API taps into the feature-rich project management platform, allowing you to automate tasks, sync data across apps, and enhance team collaboration. With the Asana API on Pipedream, you can create tasks, update project timelines, and trigger workflows from events within Asana—like new tasks or comments—streamlining your project management processes. Pipedream’s serverless platform empowers you to build complex workflows with minimal overhead, integrating Asana with numerous other services to maximize productivity and reduce manual workload.
Connect Asana#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
asana: {
type: "app",
app: "asana",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.asana.com/api/1.0/users/me`,
headers: {
Authorization: `Bearer ${this.asana.$auth.oauth_access_token}`,
},
})
},
})
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