with Workbooks CRM and Equifax?
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.
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.
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}`,
},
})
},
})
/**
* REQUIRED SCOPE: https://api.equifax.com/business/cnl-address/v1
*
* This test request uses the Equifax Address Insights API.
* Before using:
* 1. Enable the proper scope on your app
* 2. Modify the code to use your intended API endpoint
* 3. Verify your environment (sandbox, test, production)
*/
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
equifax: {
type: "app",
app: "equifax",
}
},
async run({steps, $}) {
const data = {
"context": {
"memberId": "311JA11903",
"referenceId": "1234ABCD"
},
"address": {
"line1": "4201 W KLING ST",
"line2": "",
"city": "BURBANK",
"stateProvince": "CA",
"postalCode": "91505"
}
}
return await axios($, {
method: "post",
url: `https://api.sandbox.equifax.com/business/cnl-address/v1/addressInsights`,
headers: {
Authorization: `Bearer ${this.equifax.$auth.oauth_access_token}`,
},
data,
})
},
})