Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the PostgreSQL API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate Workbooks CRM and PostgreSQL remarkably fast. Free for developers.
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Popular Ways to Connect Workbooks CRM with PostgreSQL#
Popular Workbooks CRM and PostgreSQL Triggers#
Emit new event when a new organisation is created.
Emit new event when a new column is added to a table. See the documentation
Emit new event when a new credit note is posted.
Emit new event when a row is added or modified. See the documentation
Popular Workbooks CRM and PostgreSQL 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 PostgreSQL#
On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.
Connect PostgreSQL#
import postgresql from "@pipedream/postgresql"
export default defineComponent({
props: {
postgresql,
},
async run({ steps, $ }) {
// Component source code:
// https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql
const queryObj = {
text: "SELECT NOW()",
values: [], // Ignored since query does not contain placeholders
};
return await this.postgresql.executeQuery(queryObj);
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies