What do you want to automate

with Workbooks CRM and Attio?

Prompt, edit and deploy AI agents that connect to Workbooks CRM, Attio and 2,800+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Create Customer Order with Workbooks CRM API on List Entry Deleted (Instant) from Attio API
Attio + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on List Entry Updated (Instant) from Attio API
Attio + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Activity Created (Instant) from Attio API
Attio + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New List Entry (Instant) from Attio API
Attio + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Note (Instant) from Attio API
Attio + Workbooks CRM
 
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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 Activity Created (Instant) from the Attio API

Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.

 
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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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Create Customer Order with the Workbooks CRM API

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

 
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Create Note with the Attio API

Creates a new note for a given record. The note will be linked to the specified 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 or Update Record with the Attio API

Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. 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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Integrate the Workbooks CRM API with the Attio API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Attio API. Pipedream's integration platform allows you to integrate Workbooks CRM and Attio remarkably fast. Free for developers.

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

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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}`,
      },
    })
  },
})

Connect Attio

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    attio: {
      type: "app",
      app: "attio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.attio.com/v2/self`,
      headers: {
        Authorization: `Bearer ${this.attio.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo