with Workbooks CRM and Roam Research?
Emit new event when a new organisation is created.
Emit new event for each new or modified linked reference in Roam Research.
Emit new event when a new credit note is posted.
Creates an order from your customers for your goods or services.
Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). See the documentation
Creates a person. People are recorded in your database, e.g a contact, an employee.
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.
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}`,
},
})
},
})
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
roamresearch: {
type: "app",
app: "roamresearch",
}
},
async run({steps, $}) {
const data = {
"query": `[:find (rand 20 ?block-uid) . :in $ :where [?e :block/uid ?block-uid] [?e :block/page]]`,
}
return await axios($, {
method: "post",
url: `https://api.roamresearch.com/api/graph/${this.roamresearch.$auth.graph_name}/q`,
headers: {
"X-Authorization": `Bearer ${this.roamresearch.$auth.api_token}`,
},
data,
})
},
})