What do you want to automate
with Workbooks CRM and monday (OAuth)?
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Popular Ways to Connect Workbooks CRM with monday (OAuth)#
Popular Workbooks CRM and monday (OAuth) Triggers#
Emit new event when a column value is updated on a board. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and monday (OAuth) 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.
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 monday (OAuth)#
The monday.com API enables developers to programmatically interact with their monday.com workspace, allowing for automated workflows, data management, and integrations with other applications. Using Pipedream's serverless platform, you can leverage this API to create custom workflows that respond to board updates, manage items automatically, and connect monday.com with hundreds of other apps.
You can connect your monday.com account in a few different ways:
- Within the workflow builder, from a trigger or action step. Search for the monday.com app, and connect your account.
- From the Pipedream Accounts page: Go to Accounts > Connect an app > Search for "monday.com".
- Run the example Node JS code below by clicking "Connect monday.com and run", and choose a project and create an example workflow to interact with the monday.com API.
Connect monday (OAuth)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
monday_oauth: {
type: "app",
app: "monday_oauth",
}
},
async run({steps, $}) {
const data = {
"query": "query { me { is_guest join_date email } }"
}
return await axios($, {
method: "post",
url: `https://api.monday.com/v2`,
headers: {
Authorization: `Bearer ${this.monday_oauth.$auth.oauth_access_token}`,
},
data,
})
},
})
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