What do you want to automate
with Workbooks CRM and Microsoft OneNote?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Microsoft OneNote and 2,500+ other apps in seconds.
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Popular Ways to Connect Workbooks CRM with Microsoft OneNote#
Popular Workbooks CRM and Microsoft OneNote Triggers#
Popular Workbooks CRM and Microsoft OneNote 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 Microsoft OneNote#
The Microsoft OneNote API lets you create, read, and update notes and notebooks. Integrating this API with Pipedream opens doors to automate note-taking, content management, and data syncing tasks. With Pipedream's serverless platform, you can set up workflows that trigger actions in OneNote or respond to events in OneNote, streamlining your digital note organization and enhancing productivity with automated processes.
Connect Microsoft OneNote#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onenote: {
type: "app",
app: "onenote",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.onenote.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies