Integrate the Workbooks CRM API with the Notion API

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

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Popular Ways to Connect Workbooks CRM with Notion#

Append Block to Parent with Notion API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Append Block to Parent with Notion API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Create Comment with Notion API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Notion

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Popular Workbooks CRM and Notion Triggers#

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 Comment Created from the Notion API

Emit new event when a new comment is created in a page or block. See the documentation

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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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Popular Workbooks CRM and Notion Actions#

Create Customer Order with the Workbooks CRM API

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

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Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. See the documentation

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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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Create Comment with the Notion API

Creates a comment in a page or existing discussion thread. See the documentation

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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 Notion#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})

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