Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new events each time a row or rows are added to the bottom of a spreadsheet. To use this source with a spreadsheet in a Shared Drive, use the New Row Added (Shared Drive, Instant) source instead.
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.
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.
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}`,
},
})
},
})
The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_sheets: {
type: "app",
app: "google_sheets",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/oauth2/v1/userinfo`,
headers: {
Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
},
})
},
})