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with Workbooks CRM and Google Drive?
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Popular Ways to Connect Workbooks CRM with Google Drive#
Popular Workbooks CRM and Google Drive Triggers#
Watches for changes to specific files, emitting an event when a change is made to one of those files. To watch for changes to shared drive files, use the Changes to Specific Files (Shared Drive) source instead.
Watches for changes to specific files in a shared drive, emitting an event when a change is made to one of those files
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Google Drive 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 copy of the specified file. See the documentation for more information
Returns and order if exists otherwise creates a new one.
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 Google Drive#
The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.
Connect Google Drive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_drive: {
type: "app",
app: "google_drive",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/drive/v3/about?fields=user`,
headers: {
Authorization: `Bearer ${this.google_drive.$auth.oauth_access_token}`,
},
})
},
})
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