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with Workbooks CRM and Microsoft Outlook Calendar?
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Popular Ways to Connect Workbooks CRM with Microsoft Outlook Calendar#
Popular Workbooks CRM and Microsoft Outlook Calendar Triggers#
Emit new event when a new organisation is created.
Emit new event when a new Calendar event is created
Emit new event when a Calendar event is updated
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Microsoft Outlook Calendar Actions#
Creates an order from your customers for your goods or services.
Create an event in the user's default calendar. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Delete an event in the user's default calendar. 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 Calendar#
The Microsoft Outlook Calendar API provides programmatic access to a user's calendar events, allowing for the creation, retrieval, update, and deletion of events within Outlook calendars. With Pipedream, you can integrate these calendar operations into workflows that automate tasks involving scheduling, event management, and coordination with other services. Whether it's triggering actions when new events are created, syncing calendar events with other scheduling tools, or managing attendees, Pipedream's serverless platform enables you to build custom automations with minimal overhead.
Connect Microsoft Outlook Calendar#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_outlook_calendar: {
type: "app",
app: "microsoft_outlook_calendar",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_outlook_calendar.$auth.oauth_access_token}`,
},
})
},
})
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