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Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

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Formatting

Integrate the Workbooks CRM API with the Formatting API

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

Popular Ways to Connect Workbooks CRM with Formatting

[Data] Convert JSON to String with Formatting API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + Formatting
 
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[Data] Parse JSON with Formatting API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Formatting
 
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Popular Workbooks CRM and Formatting Triggers

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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Popular Workbooks CRM and Formatting Actions

Create Customer Order with the Workbooks CRM API

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

 
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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

 
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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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[Data] Parse JSON with the Formatting API

Parse a JSON string

 
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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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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

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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}`,
      },
    })
  },
})

Connect Formatting

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export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})
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