What do you want to automate
with Workbooks CRM and Discord Bot?
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Popular Ways to Connect Workbooks CRM with Discord Bot#
Popular Workbooks CRM and Discord Bot Triggers#
Emit new event for each message posted to one or more channels
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Discord Bot 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.
Assign a role to a user. Remember that your bot requires the MANAGE_ROLES permission. See the docs here
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 Discord Bot#
The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.
Connect Discord Bot#
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}`,
},
})
},
})
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