Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

Integrate the Workbooks CRM API with the MySQL API

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

Create Customer Order with Workbooks CRM API on New Column from MySQL API
MySQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New or Updated Row from MySQL API
MySQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Row (Custom Query) from MySQL API
MySQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Row from MySQL API
MySQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Table from MySQL API
MySQL + Workbooks CRM
 
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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 Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

 
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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

 
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New Column from the MySQL API

Emit new event when you add a new column to a table. See the docs here

 
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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

 
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Create Customer Order with the Workbooks CRM API

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

 
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Create Row with the MySQL API

Adds a new row. 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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Delete Row with the MySQL API

Delete an existing row. 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

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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 MySQL

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Connect MySQL

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import mysql from '@pipedream/mysql';

export default defineComponent({
  props: {
    mysql,
  },
  async run({steps, $}) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/mysql

    const queryObj = {
      sql: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.mysql.executeQuery(queryObj);
    return rows;
  },
});