with Workbooks CRM and Microsoft Dynamics 365 Sales?
Creates an order from your customers for your goods or services.
Create a custom entity. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Search for a contact by id, name, or using a custom filter. See the documentation
Creates a person. People are recorded in your database, e.g a contact, an employee.
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: `${this.microsoft_dynamics_365_sales.$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`,
},
})
},
})