Integrate the Workbooks CRM API with the Data Stores API

Setup the Workbooks CRM API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Workbooks CRM and Data Stores remarkably fast. Free for developers.

Popular Ways to Connect Workbooks CRM with Data Stores#

Add or update a single record with Data Stores API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Data Stores

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Add or update a single record with Data Stores API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Data Stores

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Add or update a single record with Data Stores API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Data Stores

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Add or update a single record with Data Stores API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Data Stores

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Add or update multiple records with Data Stores API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Data Stores

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Popular Workbooks CRM and Data Stores Triggers#

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 Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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Popular Workbooks CRM and Data Stores Actions#

Create Customer Order with the Workbooks CRM API

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

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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

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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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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

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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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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 Data Stores#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores#

export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})