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with Workbooks CRM and Retriever?
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Popular Ways to Connect Workbooks CRM with Retriever#
Popular Workbooks CRM and Retriever Triggers#
Triggers when a new device return order is created. See the documentation
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Popular Workbooks CRM and Retriever 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 Retriever#
The Retriever API is designed for automating contact information retrieval, enriching your CRM data, or building lead generation tools. By integrating it with Pipedream, you can strategically extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform enables you to connect Retriever with hundreds of other apps, triggering actions based on new data, or updating systems in real-time.
Connect Retriever#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
retriever: {
type: "app",
app: "retriever",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.helloretriever.com/api/v1/device_returns/`,
headers: {
Authorization: `Bearer ${this.retriever.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
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