What do you want to automate
with Workbooks CRM and Miro Developer App?
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Popular Ways to Connect Workbooks CRM with Miro Developer App#
Popular Workbooks CRM and Miro Developer App Triggers#
Emit new event when a card item is updated on a Miro board
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Miro Developer App Actions#
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.
Creates a card item on a Miro board. See the documentation
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 Miro Developer App#
The Miro Developer App API lets you extend the functionality of Miro, an online collaborative whiteboarding platform. On Pipedream, you can automate interactions with Miro boards, such as creating or updating content, and extracting data for reporting or integration purposes. This can streamline collaboration and project management by automating repetitive tasks and connecting Miro with other tools and services.
Connect Miro Developer App#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
miro_custom_app: {
type: "app",
app: "miro_custom_app",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.miro.com/v2/boards`,
headers: {
Authorization: `Bearer ${this.miro_custom_app.$auth.access_token}`,
},
})
},
})
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