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 Bot API

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

Create Customer Order with Workbooks CRM API on New Message in Channel from Discord Bot API
Discord Bot + Workbooks CRM
 
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Create Organisation with Workbooks CRM API on New Message in Channel from Discord Bot API
Discord Bot + Workbooks CRM
 
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Create Person with Workbooks CRM API on New Message in Channel from Discord Bot API
Discord Bot + Workbooks CRM
 
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Find or Create an Order with Workbooks CRM API on New Message in Channel from Discord Bot API
Discord Bot + Workbooks CRM
 
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Update Person with Workbooks CRM API on New Message in Channel from Discord Bot API
Discord Bot + Workbooks CRM
 
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New Message in Channel from the Discord Bot API

Emit new event for each message posted to one or more channels

 
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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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Create Customer Order with the Workbooks CRM API

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

 
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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 Role with the Discord Bot API

Assign a role to a user. Remember that your bot requires the MANAGE_ROLES permission. See the docs here

 
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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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Change Nickname with the Discord Bot API

Modifies the nickname of the current user in a guild.

 
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Overview of Workbooks CRM

Using Workbook CRM's powerful API, you have the opportunity to build powerful
business applications like never before. With its intuitive interface,
streamlined processes and wraparound features, the Workbooks CRM API offers
sophisticated software solutions to meet a variety of organizational needs.

From custom tailored customer Account and Contact Management dashboards to
project tracking and sales order automation, the Workbooks CRM API enables you
to create, store and access data seamlessly. With its secure, cloud-based
architecture, you can create, update, delete and query data, ensuring that only
authorized personnel can access the necessary materials.

The areas you can build with the Workbooks CRM API, include:

  • Customizable customer account and contact management
  • Real-time project tracking and asset management
  • Sales order automation
  • Accurate data collection and analysis
  • Automated CRM reporting
  • Powerful marketing automation tools
  • Robust service management and support
  • Streamlined customer onboarding processes
  • Comprehensive B2B and B2C portals
  • User-friendly lead and opportunity management

Connect Workbooks CRM

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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 Bot

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Connect Discord Bot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    discord_bot: {
      type: "app",
      app: "discord_bot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://discord.com/api/users/@me`,
      headers: {
        "Authorization": `Bot ${this.discord_bot.$auth.bot_token}`,
      },
    })
  },
})