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.

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Create Customer Order with Workbooks CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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Create Organisation with Workbooks CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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Create Person with Workbooks CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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Find or Create an Order with Workbooks CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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Update Person with Workbooks CRM API on New Requests from HTTP / Webhook API
HTTP / Webhook + Workbooks CRM
 
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New Requests from the HTTP / Webhook API

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.

 
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New Requests (Payload Only) from the HTTP / Webhook API

Get a URL and emit the HTTP body as an event on every request

 
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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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Create Customer Order with the Workbooks CRM API

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

 
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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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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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Send any HTTP Request with the HTTP / Webhook API

Send an HTTP request using any method and URL. Optionally configure query string parameters, headers, and basic auth.

 
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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

 
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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

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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.

An interface for configuring an HTTP request within Pipedream's workflow system. The current selection is a GET request with fields for the request URL, authorization type (set to 'None' with a note explaining "This request does not use authorization"), parameters, headers (with a count of 1, though the detail is not visible), and body. Below the main configuration area is an option to "Include Response Headers," and a button labeled "Configure to test." The overall layout suggests a user-friendly, no-code approach to setting up custom HTTP requests.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

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.

This GIF depicts the process of selecting an application within Pipedream's HTTP Request Builder. A user hovers the cursor over the 'Auth' tab and clicks on a dropdown menu labeled 'Authorization Type', then scrolls through a list of applications to choose from for authorization purposes. The interface provides a streamlined and intuitive method for users to authenticate their HTTP requests by selecting the relevant app in the configuration settings.

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.

An image showing the Pipedream interface where the HTTP Webhook action has returned response data as a step export. The interface highlights a structured view of the returned data with collapsible sections. We can see 'steps.custom_request1' expanded to show 'return_value' which is an object containing a 'list'. Inside the list, an item 'data' is expanded to reveal an element with an 'id' of 'whisper-1', indicating a model created by and owned by 'openai-internal'. Options to 'Copy Path' and 'Copy Value' are available for easy access to the data points.

Connect HTTP / Webhook

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// 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
  },
})

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Normally I don't like to blog about stuff that isn't generally available to all, but as it will be available sometime soon, I decided to go ahead anyway. And I built something really cool I want to share so that's another reason to talk about this now!

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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