Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Creates an order from your customers for your goods or services.
Create a new document in a collection of your choice. See the docs here
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.
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.
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}`,
},
})
},
})
The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.
import mongodb from 'mongodb'
export default defineComponent({
props: {
mongodb: {
type: "app",
app: "mongodb",
},
collection: {
type: "string"
},
filter: {
type: "object"
}
},
async run({steps, $}) {
const MongoClient = mongodb.MongoClient
const {
database,
hostname,
username,
password,
} = this.mongodb.$auth
const url = `mongodb+srv://${username}:${password}@${hostname}/test?retryWrites=true&w=majority`
const client = await MongoClient.connect(url, {
useNewUrlParser: true,
useUnifiedTopology: true
})
const db = client.db(database)
const results = await db.collection(this.collection).find(this.filter).toArray();
$.export('results', results);
await client.close()
},
})