Integrate the Workbooks CRM API with the Schedule API

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

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Popular Ways to Connect Workbooks CRM with Schedule#

Create Customer Order with Workbooks CRM API on Custom Interval from Schedule API

Schedule + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Daily schedule from Schedule API

Schedule + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Monthly Schedule from Schedule API

Schedule + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Weekly schedule from Schedule API

Schedule + Workbooks CRM

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Create Organisation with Workbooks CRM API on Custom Interval from Schedule API

Schedule + Workbooks CRM

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Popular Workbooks CRM and Schedule Triggers#

Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

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Daily schedule from the Schedule API

Trigger your workflow every day.

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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

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Weekly schedule from the Schedule API

Trigger your workflow on one or more days each week at a specific time (with timezone support).

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New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

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Popular Workbooks CRM and Schedule Actions#

Create Customer Order with the Workbooks CRM API

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

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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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Update Person with the Workbooks CRM API

Updates a person.

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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 Schedule#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

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