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with Workbooks CRM and Quickbase?
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Popular Ways to Connect Workbooks CRM with Quickbase#
Popular Workbooks CRM and Quickbase Triggers#
Emit new event each time a new record is created in a specified table in Quickbase.
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Quickbase Actions#
Creates an order from your customers for your goods or services.
Creates a new record in a Quick Base table. See the documentation
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 Quickbase#
Quickbase is a low-code platform for building operational applications and automations that can manage data, workflows, and reporting. Using Pipedream's serverless platform, you can tap into the robust Quickbase API to weave complex workflows that respond to events, synchronize data across multiple systems, and streamline business processes. With Pipedream, you can trigger on events in Quickbase, or from hundreds of other apps, and write Node.js code to integrate with the Quickbase API directly, enabling a broad range of automation possibilities.
Connect Quickbase#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
quickbase: {
type: "app",
app: "quickbase",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.quickbase.com/v1/apps/brztjz2nz`,
headers: {
"QB-Realm-Hostname": `${this.quickbase.$auth.hostname}`,
"User-Agent": `@PipedreamHQ/pipedream v0.1`,
"Authorization": `QB-USER-TOKEN ${this.quickbase.$auth.user_token}`,
"Content-Type": `application/json`,
},
})
},
})
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