What do you want to automate
with Workbooks CRM and Sigma?
Prompt, edit and deploy AI agents that connect to Workbooks CRM, Sigma and 3,000+ other apps in seconds.
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Popular Ways to Connect Workbooks CRM with Sigma#
Popular Workbooks CRM and Sigma Triggers#
Popular Workbooks CRM and Sigma 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.
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 Sigma#
The Sigma API allows users to automate and integrate their business intelligence directly from Sigma Computing into other services and workflows. Sigma is a powerful tool for creating live, actionable dashboards and reports from cloud data warehouses. With Pipedream, users can harness this capability to trigger workflows based on Sigma events, manipulate and analyze Sigma data, and synchronize insights across other apps, enhancing data-driven decision-making processes.
Connect Sigma#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
sigma: {
type: "app",
app: "sigma",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.sigma.$auth.server}/v2/whoami`,
headers: {
Authorization: `Bearer ${this.sigma.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies