What do you want to automate
with Workbooks CRM and DocuPost?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, DocuPost and 2,500+ other apps in seconds.
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Popular Ways to Connect Workbooks CRM with DocuPost#
Popular Workbooks CRM and DocuPost Triggers#
Popular Workbooks CRM and DocuPost Actions#
Creates an order from your customers for your goods or services.
Sends a physical letter via USPS first class mail. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Dispatches a glossy, color 4x6 postcard via the US Postal Service. See the documentation
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 DocuPost#
The DocuPost API enables automated mail handling, offering services like sending letters, postcards, and checks via a programmatic interface. Within Pipedream, you can harness this API to create dynamic, serverless workflows that trigger postal mail actions based on various events from a plethora of supported apps. Think of automating thank-you notes, payment disbursements, or direct mail marketing campaigns, all reacting in real-time to user behavior, payment events, or custom triggers.
Connect DocuPost#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docupost: {
type: "app",
app: "docupost",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://app.docupost.com/api/1.1/wf/getbalance`,
params: {
api_token: `${this.docupost.$auth.api_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies