Integrate the Workbooks CRM API with the Klaviyo API

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

Popular Ways to Connect Workbooks CRM with Klaviyo#

Add Member To List with Klaviyo API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Klaviyo

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Add Member To List with Klaviyo API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Klaviyo

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Add Member To List with Klaviyo API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Klaviyo

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Add Member To List with Klaviyo API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Klaviyo

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Create New List with Klaviyo API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Klaviyo

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Popular Workbooks CRM and Klaviyo 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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Popular Workbooks CRM and Klaviyo 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 Member To List with the Klaviyo API

Add member to a specific list. See the docs here

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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 New List with the Klaviyo API

Creates a new list in an account. See the docs here

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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 Klaviyo#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Connect Klaviyo#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    klaviyo: {
      type: "app",
      app: "klaviyo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: ` https://a.klaviyo.com/api/accounts/`,
      headers: {
        "Authorization": `Klaviyo-API-Key ${this.klaviyo.$auth.api_key}`,
        "revision": `2023-12-15`,
      },
    })
  },
})