What do you want to automate
with Workbooks CRM and Data Stores?
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Popular Ways to Connect Workbooks CRM with Data Stores#
Popular Workbooks CRM and Data Stores Triggers#
Popular Workbooks CRM and Data Stores Actions#
Creates an order from your customers for your goods or services.
Add or update a single record in your Pipedream Data Store
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Add or update multiple records to your Pipedream Data Store
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 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")
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies