with Workbooks CRM and Mailjet?
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.
Add a new unique contact to your global contact list and select its exclusion status. See the docs here
Creates a person. People are recorded in your database, e.g a contact, an employee.
Retrieve details for all contact lists - name, subscriber count, creation timestamp, deletion status. See the docs here
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.
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}`,
},
})
},
})
Mailjet's API offers the power to craft, send, and track emails with finesse. You can wield it to automate email sequences, synchronize email lists with your databases, and send transactional emails with personalized content. It's a playground for creating tailored email campaigns and dissecting campaign performance with rich analytics.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
mailjet: {
type: "app",
app: "mailjet",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.mailjet.com/v3/REST/contactslist`,
auth: {
username: `{{custom_fields.public_key}}`,
password: `${this.mailjet.$auth.secret_key}`,
},
})
},
})