What do you want to automate
with Workbooks CRM and Project Broadcast?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Project Broadcast and 2,500+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Workbooks CRM with Project Broadcast#
Popular Workbooks CRM and Project Broadcast Triggers#
Popular Workbooks CRM and Project Broadcast Actions#
Creates an order from your customers for your goods or services.
Add a keyword to a contact. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Sends a broadcast message to a list of contacts. 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}`,
},
})
},
})
Overview of Project Broadcast#
The Project Broadcast API facilitates communication through automated text messaging, providing features to manage contacts, send messages, and track campaigns. Leveraging this API on Pipedream allows you to create intricate workflows that can automate your texting campaigns, sync contact lists, and engage with customers by integrating with numerous other services for CRM, marketing, and other functions. With Pipedream's serverless platform, these integrations become seamless, triggering actions in real-time or on a schedule without the need for complex infrastructure.
Connect Project Broadcast#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
project_broadcast: {
type: "app",
app: "project_broadcast",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.projectbroadcast.com/api/campaigns`,
headers: {
"x-api-key": `${this.project_broadcast.$auth.api_key}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies