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with Workbooks CRM and LoopMessage?
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Popular Ways to Connect Workbooks CRM with LoopMessage#
Popular Workbooks CRM and LoopMessage Triggers#
Emit new event when an alert is received via webhook. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and LoopMessage 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.
Action to submit your request to the sending queue. When a request in the queue will be ready to send a reaction in iMessage, an attempt will be made to deliver it to the recipient. See the documentation
Creates a person. People are recorded in your database, e.g a contact, an employee.
Action to send a text in iMessage to an individual recipient. See the documentation
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 LoopMessage#
The LoopMessage API offers you the ability to send, receive, and manage messages within your applications. Through Pipedream's integration, you can harness this API to automate communication processes, organize message flows, and even connect to various data sources or other APIs to create complex messaging workflows. With Pipedream, you can trigger actions based on events, schedule messages, and interact with users in real-time without managing servers or infrastructure.
Connect LoopMessage#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
loopmessage: {
type: "app",
app: "loopmessage",
}
},
async run({steps, $}) {
const data = {
"contact": `test@google.com`,
}
return await axios($, {
method: "post",
url: `https://lookup.loopmessage.com/api/v1/contact/lookup/`,
headers: {
"Content-Type": `application/json`,
"Authorization": `${this.loopmessage.$auth.authorization_key}`,
"Loop-Secret-Key": `${this.loopmessage.$auth.secret_api_key}`,
},
data,
})
},
})
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