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with Workbooks CRM and Checkvist?
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Popular Ways to Connect Workbooks CRM with Checkvist#
Popular Workbooks CRM and Checkvist Triggers#
Emit new event when a new list is created in your Checkvist account.
Emit new event when a new organisation is created.
Emit new event when a new list item is added in a selected list.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Checkvist Actions#
Creates an order from your customers for your goods or services.
Creates a new list item within a specified list. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Enables creation of several list items at once from a block of text. Indentations in the text indicate nested list items. 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 Checkvist#
The Checkvist API allows for the creation and management of tasks and lists in a way that streamlines productivity and enhances organizational workflows. With the API, you can automate task updates, synchronize lists with other platforms, and trigger actions based on task completion. Utilizing Pipedream, these capabilities can be expanded by orchestrating complex workflows that connect Checkvist with a multitude of other apps and services, enabling seamless data flow and event-driven automation.
Connect Checkvist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
checkvist: {
type: "app",
app: "checkvist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://checkvist.com/auth/curr_user.json`,
auth: {
username: `${this.checkvist.$auth.username}`,
password: `${this.checkvist.$auth.api_key}`,
},
})
},
})
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