Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the HTTP / Webhook API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the HTTP / Webhook API. Pipedream's integration platform allows you to integrate Workbooks CRM and HTTP / Webhook remarkably fast. Free for developers.
Popular Ways to Connect Workbooks CRM with HTTP / Webhook#
Popular Workbooks CRM and HTTP / Webhook Triggers#
Get a URL and emit the full HTTP event on every request (including headers and query parameters). You can also configure the HTTP response code, body, and more.
Get a URL and emit the HTTP body as an event on every request
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and HTTP / Webhook 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.
Send an HTTP request using any method and URL. Optionally configure query string parameters, headers, and basic auth.
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 HTTP / Webhook#
Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.
Point and click HTTP requests
Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.
Focus on integrating, not authenticating
This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.
Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.
Compatible with no code actions or Node.js and Python
The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.
Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.
Connect HTTP / Webhook#
// To use any npm package on Pipedream, just import it
import axios from "axios"
export default defineComponent({
async run({ steps, $ }) {
const { data } = await axios({
method: "GET",
url: "https://pokeapi.co/api/v2/pokemon/charizard",
})
return data.species
},
})
Community Posts#
