Integrate the Workbooks CRM API with the ServiceNow API

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

Popular Ways to Connect Workbooks CRM with ServiceNow#

Create Table Record with ServiceNow API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + ServiceNow

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Create Table Record with ServiceNow API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + ServiceNow

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Create Table Record with ServiceNow API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + ServiceNow

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Create Table Record with ServiceNow API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + ServiceNow

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Get Table Record By SysId with ServiceNow API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + ServiceNow

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Popular Workbooks CRM and ServiceNow Triggers#

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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Popular Workbooks CRM and ServiceNow 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 Table Record with the ServiceNow API

Inserts one record in the specified table.

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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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Get Table Record By SysId with the ServiceNow API

Retrieves the record identified by the specified sys_id from the specified table.

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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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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 enables developers to tap into the robust capabilities of ServiceNow's IT service management platform. With the API, you can create, read, update, and delete records, manage workflows, and integrate with other services. By leveraging these capabilities, you can automate routine tasks, sync data across multiple platforms, and enhance 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}`,
      },
    })
  },
})