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with Workbooks CRM and Google Tasks?
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Popular Ways to Connect Workbooks CRM with Google Tasks#
Popular Workbooks CRM and Google Tasks Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event for each task added to Google Tasks. See the documentation
Popular Workbooks CRM and Google Tasks Actions#
Creates an order from your customers for your goods or services.
Creates a new task and adds it to the authenticated user's task lists. See the docs here
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a new task list and adds it to the authenticated user's task lists. See the docs here
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 Google Tasks#
The Google Tasks API allows you to manage and manipulate a user's tasks and task lists on Google Tasks directly from Pipedream. With this API, you can create, read, update, and delete tasks, as well as manage the lists themselves. This opens up possibilities for automating task management, syncing tasks with other systems, and creating custom task-based workflows that can increase productivity and ensure nothing falls through the cracks.
Connect Google Tasks#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
google_tasks: {
type: "app",
app: "google_tasks",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.googleapis.com/tasks/v1/users/@me/lists`,
headers: {
Authorization: `Bearer ${this.google_tasks.$auth.oauth_access_token}`,
},
})
},
})
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