What do you want to automate
with Workbooks CRM and OpenPhone?
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Popular Ways to Connect Workbooks CRM with OpenPhone#
Popular Workbooks CRM and OpenPhone Triggers#
Emit new event when a call recording has finished.
Emit new event when an incoming call is completed, including calls not picked up or voicemails left.
Emit new event when a new organisation is created.
Popular Workbooks CRM and OpenPhone 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.
Retrieve the list of phone numbers and users associated with your OpenPhone workspace. See the documentation
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}`,
},
})
},
})
Connect OpenPhone#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
openphone: {
type: "app",
app: "openphone",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.openphone.com/v1/phone-numbers`,
headers: {
"Authorization": `${this.openphone.$auth.api_key}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies