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Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

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PostgreSQL

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.

Popular Ways to Connect Workbooks CRM with PostgreSQL

Create Customer Order with Workbooks CRM API on New Column from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New or Updated Row from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Row Custom Query from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Row from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Table from PostgreSQL API
PostgreSQL + Workbooks CRM
 
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Popular Workbooks CRM and PostgreSQL Triggers

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

 
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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

 
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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Popular Workbooks CRM and PostgreSQL Actions

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

 
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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

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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

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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
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})
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