What do you want to automate
with Workbooks CRM and Freshdesk?
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Popular Ways to Connect Workbooks CRM with Freshdesk#
Popular Workbooks CRM and Freshdesk Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event when a contact is created. See the documentation
Popular Workbooks CRM and Freshdesk Actions#
Creates an order from your customers for your goods or services.
Assign a Freshdesk ticket to a specific agent. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Assign a Freshdesk ticket to a specific group 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 Freshdesk#
The Freshdesk API empowers you to interact programmatically with your customer support platform, creating possibilities for automating repetitive tasks, integrating with other services, and enhancing customer experiences. With Pipedream, you can effortlessly connect Freshdesk to a multitude of apps, tapping into triggers and actions that streamline workflows. For instance, you can automate ticket creation, sync customer issues with a CRM, or trigger notifications based on ticket updates, all within a serverless environment.
Connect Freshdesk#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
freshdesk: {
type: "app",
app: "freshdesk",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.freshdesk.$auth.domain}.freshdesk.com/api/v2/tickets`,
auth: {
username: `${this.freshdesk.$auth.api_key}:X`,
password: ``,
},
})
},
})
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