What do you want to automate
with Workbooks CRM and Microsoft 365 Planner?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Microsoft 365 Planner and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Workbooks CRM with Microsoft 365 Planner#
Popular Workbooks CRM and Microsoft 365 Planner Triggers#
Emit new event when a new organisation is created.
Emit new event when a new Plan is created in Microsoft 365 Planner
Emit new event when a new Task is created in Microsoft 365 Planner
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Microsoft 365 Planner Actions#
Creates an order from your customers for your goods or services.
Create a new bucket in Microsoft 365 Planner. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Create a new plan in Microsoft 365 Planner. See the documentation
Creates a person. People are recorded in your database, e.g a contact, an employee.
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 Microsoft 365 Planner#
The Microsoft 365 Planner API lets you tap into the robust task management capabilities of Planner within the Microsoft 365 suite. With this API on Pipedream, you can automate tasks, sync Planner data with other services, manage plans, tasks, and buckets programmatically. This opens up possibilities for creating custom workflows to enhance productivity, streamline project tracking, and maintain synchronization across various platforms.
Connect Microsoft 365 Planner#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_365_planner: {
type: "app",
app: "microsoft_365_planner",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_365_planner.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies