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 API

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

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Add Products to Custom Collections with Shopify API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Shopify
 
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Add Products to Custom Collections with Shopify API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + Shopify
 
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Add Products to Custom Collections with Shopify API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + Shopify
 
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Add Products to Custom Collections with Shopify API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + Shopify
 
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Add Tags with Shopify API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + Shopify
 
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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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New Abandoned Cart from the Shopify API

Emit new event each time a user abandons their cart.

 
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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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Add Products to Custom Collections with the Shopify API

Adds a product or products to a custom collection or collections. See the docs

 
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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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Add Tags with the Shopify 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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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 Shopify

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

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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,
    })
  },
})

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

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Adyen logo
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Warner Bros. logo