What do you want to automate
with Workbooks CRM and ServiceNow?
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Popular Ways to Connect Workbooks CRM with ServiceNow#
Popular Workbooks CRM and ServiceNow Triggers#
Popular Workbooks CRM and ServiceNow 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.
Retrieves the record identified by the specified sys_id from the specified table.
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 ServiceNow#
The ServiceNow API lets developers access and manipulate records, manage workflows, and integrate with other services on its IT service management platform. These capabilities support automating tasks, syncing data across platforms, and boosting operational efficiencies.
Connect ServiceNow#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
servicenow: {
type: "app",
app: "servicenow",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/table/incident`,
headers: {
Authorization: `Bearer ${this.servicenow.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies