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.

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#

Using Workbook CRM's powerful API, you have the opportunity to build powerful
business applications like never before. With its intuitive interface,
streamlined processes and wraparound features, the Workbooks CRM API offers
sophisticated software solutions to meet a variety of organizational needs.

From custom tailored customer Account and Contact Management dashboards to
project tracking and sales order automation, the Workbooks CRM API enables you
to create, store and access data seamlessly. With its secure, cloud-based
architecture, you can create, update, delete and query data, ensuring that only
authorized personnel can access the necessary materials.

The areas you can build with the Workbooks CRM API, include:

Customizable customer account and contact management
Real-time project tracking and asset management
Sales order automation
Accurate data collection and analysis
Automated CRM reporting
Powerful marketing automation tools
Robust service management and support
Streamlined customer onboarding processes
Comprehensive B2B and B2C portals
User-friendly lead and opportunity management

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#

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

Automated data retrieval from a third-party service, like pulling stats from
your Salesforce account on a set schedule.
Uploading new data sets to a database with a predetermined interval.
Automatic emails to customers or leads at a certain time of the day.
Automating data analysis based on a set schedule.
Automatically optimizing social media postings according to a specified
timeline.
Updating webpages at a certain interval with newly available content.
Re-running reports on a periodic basis.
Refreshing a cache of data at a given frequency.