Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the Discord API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Discord API. Pipedream's integration platform allows you to integrate Workbooks CRM and Discord remarkably fast. Free for developers.
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Popular Ways to Connect Workbooks CRM with Discord#
Popular Workbooks CRM and Discord Triggers#
Emit new event for each message posted to one or more channels in a Discord server
Emit new event for each command posted to one or more channels in a Discord server
Emit new event when a new organisation is created.
Popular Workbooks CRM and Discord Actions#
Creates an order from your customers for your goods or services.
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 Discord#
The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.
Connect Discord#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
discord: {
type: "app",
app: "discord",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://discord.com/api/users/@me`,
headers: {
Authorization: `Bearer ${this.discord.$auth.oauth_access_token}`,
"accept": `application/json`,
},
})
},
})
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