Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Integrate the Workbooks CRM API with the Shopify Developer App API
Setup the Workbooks CRM API trigger to run a workflow which integrates with the Shopify Developer App API. Pipedream's integration platform allows you to integrate Workbooks CRM and Shopify Developer App remarkably fast. Free for developers.
Popular Ways to Connect Workbooks CRM with Shopify Developer App#
Popular Workbooks CRM and Shopify Developer App Triggers#
Emit new event when a new organisation is created.
Emit new event when a new credit note is posted.
Emit new event each time a user abandons their cart.
Popular Workbooks CRM and Shopify Developer App Actions#
Creates an order from your customers for your goods or services.
Adds a product or products to a custom collection or collections. See the docs
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
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 Shopify Developer App#
The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.
This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.
Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.
Connect Shopify Developer App#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
shopify_developer_app: {
type: "app",
app: "shopify_developer_app",
}
},
async run({steps, $}) {
const data = {
"query": `{
shop {
id
name
email
}
}`,
}
return await axios($, {
method: "post",
url: `https://${this.shopify_developer_app.$auth.shop_id}.myshopify.com/admin/api/2024-04/graphql.json`,
headers: {
"X-Shopify-Access-Token": `${this.shopify_developer_app.$auth.access_token}`,
"Content-Type": `application/json`,
},
data,
})
},
})