Integrate the Workbooks CRM API with the Python API

Setup the Workbooks CRM API trigger to run a workflow which integrates with the Python API. Pipedream's integration platform allows you to integrate Workbooks CRM and Python remarkably fast. Free for developers.

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Popular Ways to Connect Workbooks CRM with Python#

Run Python Code with Python API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Python

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Run Python Code with Python API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Python

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Run Python Code with Python API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Python

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Run Python Code with Python API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Python

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Popular Workbooks CRM and Python 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 Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

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Popular Workbooks CRM and Python Actions#

Create Customer Order with the Workbooks CRM API

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

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Run Python Code with the Python API

Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.

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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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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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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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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#

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 Python#

Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow.

This includes installing PyPI packages, within your code without having to manage a requirements.txt file or running pip.

Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:

Connect Python#

def handler(pd: "pipedream"):
  # Reference data from previous steps
  print(pd.steps["trigger"]["context"]["id"])
  # Return data for use in future steps
  return {"foo": {"test":True}}

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