Integrate the Workbooks CRM API with the Google Sheets API

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

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Popular Ways to Connect Workbooks CRM with Google Sheets#

Add Single Row with Google Sheets API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Google Sheets

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Add Single Row with Google Sheets API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Google Sheets

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Add Single Row with Google Sheets API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Google Sheets

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Add Single Row with Google Sheets API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Google Sheets

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Add Multiple Rows with Google Sheets API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Google Sheets

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Popular Workbooks CRM and Google Sheets Triggers#

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 Comment (Instant) from the Google Sheets API

Emit new event each time a comment is added to a spreadsheet.

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Popular Workbooks CRM and Google Sheets Actions#

Create Customer Order with the Workbooks CRM API

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

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Add Single Row with the Google Sheets API

Add a single row of data to Google Sheets. See the documentation

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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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Add Multiple Rows with the Google Sheets API

Add multiple rows of data to a Google Sheet. See the documentation

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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#

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 Sheets#

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.

Connect Google Sheets#

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}`,
      },
    })
  },
})

Using Event Sources and Workflows: Analyze Twitter Sentiment in Real-Time and Save to Google Sheets

Learn how you can use Pipedream event sources and serverless workflows to listen for new Twitter mentions, analyze the sentiment of each Tweet using the npm sentiment package (https://www.npmjs.com/package/sentiment), and then save that data to Google Sheets in real-time.

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Community Posts#

Building a Google Sheets Twitter Bot with Pipedream

This is something that's been kicking around my head for a week or so and today I thought I'd try it. It ended up taking about 20 minutes total and 10 lines of code, of which 5 are a function I copied and pasted. While what I built is kind of trivial, I'm blown away by how much was done by built-in functions with Pipedream and how little work I had to do myself. In fact, most of my time was spent in setting stuff up outside of Pipedream itself. Alright, so what did I build?

Building a Twitter Scheduling System with Pipedream and Google Sheets

A few months ago, I blogged about how I used Pipedream and Google Sheets to create a Twitter bot. The idea was simple - read a sheet - select a random row - and use that as the source of a new Tweet. I was thinking about this recently and how useful Google Sheets can be as a "light weight CMS" and figured out another interesting use case - Twitter scheduling.

Logging user credit changes using Google Sheets and Pipedream

One of the nice features SuperSaaS is a credit system which allows end-users to buy credit once and then easily pay for appointments without needing to go through the checkout each time. There are multiple things that can affect a credit balance. Credit purchases and new appointment, obviously, but also refunds due to canceled appointments, and manual credit adjustments by a superuser. This post is a step-by-step tutorial for setting up the logging of user credit information to a Google Sheet using Pipedream, a powerful API integration service.

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