Integrate the Workbooks CRM API with the Microsoft Teams API

Setup the Workbooks CRM API trigger to run a workflow which integrates with the Microsoft Teams API. Pipedream's integration platform allows you to integrate Workbooks CRM and Microsoft Teams remarkably fast. Free for developers.

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Popular Ways to Connect Workbooks CRM with Microsoft Teams#

Create Channel with Microsoft Teams API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Microsoft Teams

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Create Channel with Microsoft Teams API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Microsoft Teams

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Create Channel with Microsoft Teams API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Microsoft Teams

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Create Channel with Microsoft Teams API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Microsoft Teams

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Create Customer Order with Workbooks CRM API on New Channel from Microsoft Teams API

Microsoft Teams + Workbooks CRM

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Popular Workbooks CRM and Microsoft Teams Triggers#

New Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

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New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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New Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

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New Chat from the Microsoft Teams API

Emit new event when a new chat is created

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Popular Workbooks CRM and Microsoft Teams Actions#

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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Create Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. See the docs here

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Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. See the docs here

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Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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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 Teams#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})

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