Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the Pipedream Utils API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Pipedream Utils API. Pipedream's integration platform allows you to integrate Workbooks CRM and Pipedream Utils remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Workbooks CRM with Pipedream Utils#
Popular Workbooks CRM and Pipedream Utils Triggers#
Popular Workbooks CRM and Pipedream Utils Actions#
Creates an order from your customers for your goods or services.
Convert an object to a JSON format string
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 Pipedream Utils#
The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.
Connect Pipedream Utils#
export default defineComponent({
props: {
pipedream_utils: {
type: "app",
app: "pipedream_utils",
}
},
async run({steps, $}) {
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies