What do you want to automate
with Workbooks CRM and Autom?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Autom and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Workbooks CRM with Autom#
Popular Workbooks CRM and Autom Triggers#
Popular Workbooks CRM and Autom Actions#
Creates an order from your customers for your goods or services.
Scrape the results from Bing search engine via the Autom.dev service. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Scrape the results from Brave search engine using Autom.dev. See the documentation
Creates a person. People are recorded in your database, e.g a contact, an employee.
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 Autom#
Autom API offers a rich set of features for creating, managing, and deploying automations. With its capabilities, you can streamline tasks by setting up triggers and actions based on certain conditions. When used within Pipedream, you can harness these features to create robust, serverless workflows that integrate with numerous other services and APIs. Autom API's interaction with Pipedream allows for building scalable automation solutions that respond to real-time events and connect with a multitude of apps to perform complex tasks seamlessly.
Connect Autom#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
autom: {
type: "app",
app: "autom",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://autom.dev/api/usage`,
headers: {
"Content-Type": `application/json`,
"x-api-key": `${this.autom.$auth.api_key}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies