with Workbooks CRM and Microsoft Dynamics 365 Sales?
Emit new event when the ownership of an account changes.
Emit new event when an account is activated or deactivated.
Emit new event when a contact is added to an account.
Emit new event when a new organisation is created.
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.
Creates a person. People are recorded in your database, e.g a contact, an employee.
Returns and order if exists otherwise creates a new one.
Create a custom entity. See the documentation
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}`,
},
})
},
})
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_dynamics_365_sales: {
type: "app",
app: "microsoft_dynamics_365_sales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.microsoft_dynamics_365_sales.$auth.api_url}/api/data/v9.2/WhoAmI`,
headers: {
Authorization: `Bearer ${this.microsoft_dynamics_365_sales.$auth.oauth_access_token}`,
"odata-maxversion": `4.0`,
"odata-version": `4.0`,
"content-type": `application/json`,
},
})
},
})