Workbooks CRM

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

Integrate the Workbooks CRM API with the GitHub API

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

Create Issue with GitHub API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + GitHub
 
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Create Issue with GitHub API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + GitHub
 
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Create Issue with GitHub API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + GitHub
 
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Create Issue with GitHub API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + GitHub
 
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Search Issues and Pull Requests with GitHub API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + GitHub
 
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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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New Branch from the GitHub API

Emit new event when a branch is created See the documentation

 
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Create Customer Order with the Workbooks CRM API

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

 
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Create Issue with the GitHub API

Create a new issue in a Gihub repo. See docs here

 
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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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Search Issues and Pull Requests with the GitHub API

Find issues and pull requests by state and keyword. See docs here

 
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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

Using Workbook CRM's powerful API, you have the opportunity to build powerful
business applications like never before. With its intuitive interface,
streamlined processes and wraparound features, the Workbooks CRM API offers
sophisticated software solutions to meet a variety of organizational needs.

From custom tailored customer Account and Contact Management dashboards to
project tracking and sales order automation, the Workbooks CRM API enables you
to create, store and access data seamlessly. With its secure, cloud-based
architecture, you can create, update, delete and query data, ensuring that only
authorized personnel can access the necessary materials.

The areas you can build with the Workbooks CRM API, include:

  • Customizable customer account and contact management
  • Real-time project tracking and asset management
  • Sales order automation
  • Accurate data collection and analysis
  • Automated CRM reporting
  • Powerful marketing automation tools
  • Robust service management and support
  • Streamlined customer onboarding processes
  • Comprehensive B2B and B2C portals
  • User-friendly lead and opportunity management

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 GitHub

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    github: {
      type: "app",
      app: "github",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.github.com/user`,
      headers: {
        Authorization: `Bearer ${this.github.$auth.oauth_access_token}`,
        "X-GitHub-Api-Version": `2022-11-28`,
      },
    })
  },
})