What do you want to automate

with Workbooks CRM and Icypeas?

Prompt, edit and deploy AI agents that connect to Workbooks CRM, Icypeas and 2,500+ other apps in seconds.

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Create Customer Order with Workbooks CRM API on New Single Search Result from Icypeas API
Icypeas + Workbooks CRM
 
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Create Organisation with Workbooks CRM API on New Single Search Result from Icypeas API
Icypeas + Workbooks CRM
 
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Create Person with Workbooks CRM API on New Single Search Result from Icypeas API
Icypeas + Workbooks CRM
 
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Domain or Company Search with Icypeas API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Icypeas
 
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Domain or Company Search with Icypeas API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + Icypeas
 
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New Single Search Result from the Icypeas API

Emit new event when a single search result comes in.

 
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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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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice 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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Domain or Company Search with the Icypeas API

Performs a search using a domain or company name as input. 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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Email Verification with the Icypeas API

Performs an email verification check. 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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Integrate the Workbooks CRM API with the Icypeas API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Icypeas API. Pipedream's integration platform allows you to integrate Workbooks CRM and Icypeas remarkably fast. Free for developers.

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}`,
      },
    })
  },
})

Connect Icypeas

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    icypeas: {
      type: "app",
      app: "icypeas",
    }
  },
  async run({steps, $}) {
    const data = {
      "email": `${this.icypeas.$auth.email}`,
    }
    return await axios($, {
      method: "post",
      url: `https://app.icypeas.com/api/a/actions/subscription-information`,
      headers: {
        "Content-Type": `application/json`,
        "Authorization": `${this.icypeas.$auth.api_key}`,
      },
      data,
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo