What do you want to automate
with Workbooks CRM and Formstack?
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Popular Ways to Connect Workbooks CRM with Formstack#
Popular Workbooks CRM and Formstack Triggers#
Emit new event for each new form submission. See docs here
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Formstack 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.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Create a new submission for the specified form. See docs here
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 Formstack#
The Formstack API facilitates the automation of form creation and submission processes, enhancing data collection and integration. With Pipedream's serverless platform, you can trigger workflows on form submissions, manipulate and route form data to various endpoints, and seamlessly connect Formstack with other apps to streamline tasks.
Connect Formstack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
formstack: {
type: "app",
app: "formstack",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.formstack.com/api/v2/form.json`,
headers: {
Authorization: `Bearer ${this.formstack.$auth.oauth_access_token}`,
},
})
},
})
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