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with Workbooks CRM and Microsoft Outlook?
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Popular Ways to Connect Workbooks CRM with Microsoft Outlook#
Popular Workbooks CRM and Microsoft Outlook Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.
Popular Workbooks CRM and Microsoft Outlook Actions#
Creates an order from your customers for your goods or services.
Adds a label/category to an email in Microsoft Outlook. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Suspend the workflow until approved by email. 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 Outlook#
The Microsoft Outlook API on Pipedream allows you to automate email-related tasks, manage calendars, and handle contacts effortlessly. With the API, you can trigger workflows on new emails, send emails programmatically, and synchronize calendars across platforms, among other functions. Pipedream's serverless platform facilitates the connection between Outlook and a myriad of other apps for efficient automation workflows.
Connect Microsoft Outlook#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_outlook: {
type: "app",
app: "microsoft_outlook",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_outlook.$auth.oauth_access_token}`,
},
})
},
})
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