What do you want to automate
with Workbooks CRM and Fireflies?
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Popular Ways to Connect Workbooks CRM with Fireflies#
Popular Workbooks CRM and Fireflies Triggers#
Popular Workbooks CRM and Fireflies Actions#
Creates an order from your customers for your goods or services.
Locates a specific user meeting by its unique ID. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Retrieves the most recent meeting for a user. 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 Fireflies#
The Fireflies API allows you to harness the power of AI to record, transcribe, and search across your voice conversations. With Pipedream, you can create automated workflows that leverage these capabilities to streamline communication, enhance collaboration, and ensure important insights from meetings are captured and actionable. By integrating with other apps, you can trigger actions, sync data, and build an array of powerful automations around your Fireflies data.
Connect Fireflies#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
fireflies: {
type: "app",
app: "fireflies",
}
},
async run({steps, $}) {
const data = {
"query": `{ user { user_id email } }`,
}
return await axios($, {
method: "POST",
url: `https://api.fireflies.ai/graphql`,
headers: {
Authorization: `Bearer ${this.fireflies.$auth.api_key}`,
},
data,
})
},
})
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