Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the OpenAI (ChatGPT) API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the OpenAI (ChatGPT) API. Pipedream's integration platform allows you to integrate Workbooks CRM and OpenAI (ChatGPT) remarkably fast. Free for developers.
Popular Ways to Connect Workbooks CRM with OpenAI (ChatGPT)#
Popular Workbooks CRM and OpenAI (ChatGPT) Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event when a new file is created in OpenAI. See the documentation
Popular Workbooks CRM and OpenAI (ChatGPT) Actions#
Creates an order from your customers for your goods or services.
The Chat API, using the gpt-3.5-turbo or gpt-4 model. See 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.
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 OpenAI (ChatGPT)#
OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:
Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:
Connect OpenAI (ChatGPT)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
openai: {
type: "app",
app: "openai",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.openai.com/v1/models`,
headers: {
Authorization: `Bearer ${this.openai.$auth.api_key}`,
},
})
},
})