What do you want to automate
with Workbooks CRM and Pipefy?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Pipefy and 2,500+ other apps in seconds.
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Popular Ways to Connect Workbooks CRM with Pipefy#
Popular Workbooks CRM and Pipefy Triggers#
Popular Workbooks CRM and Pipefy 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.
Returns and order if exists otherwise creates a new one.
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 Pipefy#
Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.
Connect Pipefy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipefy: {
type: "app",
app: "pipefy",
}
},
async run({steps, $}) {
const data = {
"query": `{ me { name } }`,
}
return await axios($, {
method: "post",
url: `https://api.pipefy.com/graphql`,
headers: {
Authorization: `Bearer ${this.pipefy.$auth.token}`,
},
data,
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies