What do you want to automate

with Workbooks CRM and SendPulse?

Prompt, edit and deploy AI agents that connect to Workbooks CRM, SendPulse and 2,500+ other apps in seconds.

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Retrieve General Information About a Specific Email Address with SendPulse API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + SendPulse
 
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Retrieve General Information About a Specific Email Address with SendPulse API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + SendPulse
 
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Retrieve General Information About a Specific Email Address with SendPulse API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + SendPulse
 
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Retrieve General Information About a Specific Email Address with SendPulse API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + SendPulse
 
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Unsubscribe a Contact From a Defined Mailing List with SendPulse API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + SendPulse
 
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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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New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

 
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New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

 
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New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

 
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Create Customer Order with the Workbooks CRM API

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

 
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Retrieve General Information About a Specific Email Address with the SendPulse API
 
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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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Unsubscribe a Contact From a Defined Mailing List with the SendPulse API
 
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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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Integrate the Workbooks CRM API with the SendPulse API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the SendPulse API. Pipedream's integration platform allows you to integrate Workbooks CRM and SendPulse remarkably fast. Free for developers.

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

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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 SendPulse

The SendPulse API taps into the power of multi-channel marketing automation, enabling you to manage mailing lists, send emails, and analyze campaign performance. By leveraging Pipedream, you can stitch SendPulse into a network of apps to create automated workflows. Imagine syncing new sign-ups from your CRM to SendPulse, triggering personalized email sequences based on customer behavior, or pulling campaign stats into your analytics dashboard - All in real-time and without writing a single line of server-side code.

Connect SendPulse

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendpulse: {
      type: "app",
      app: "sendpulse",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendpulse.com/senders`,
      headers: {
        Authorization: `Bearer ${this.sendpulse.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo