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with Workbooks CRM and Customer Fields?
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Popular Ways to Connect Workbooks CRM with Customer Fields#
Popular Workbooks CRM and Customer Fields Triggers#
Trigger when a new customer is added to the database. See the documentation
Trigger when a profile of a customer has been updated or changed. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Customer Fields Actions#
Creates an order from your customers for your goods or services.
Create a new customer with detailed attributes using the provided data. See the documentation
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.
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 Customer Fields#
The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.
Connect Customer Fields#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_fields: {
type: "app",
app: "customer_fields",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.customerfields.com/api/v2/shop.json`,
headers: {
Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
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