What do you want to automate
with Workbooks CRM and Signaturit?
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Popular Ways to Connect Workbooks CRM with Signaturit#
Popular Workbooks CRM and Signaturit Triggers#
Popular Workbooks CRM and Signaturit Actions#
Creates an order from your customers for your goods or services.
Initiates the creation of a certified email. See the documentation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Creates a signature request using a pre-existing template. See the documentation
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 Signaturit#
The Signaturit API enables automated document signing, tracking, and management directly within Pipedream. By integrating this API, users can create workflows to send documents for signature, check the status of sent documents, and receive updates when documents are signed or declined, all from a serverless platform. By leveraging Pipedream's capacity for integrating various APIs and services, users can seamlessly include e-signature capabilities into their business processes without manual intervention.
Connect Signaturit#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
signaturit: {
type: "app",
app: "signaturit",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.signaturit.$auth.domain}.signaturit.com/v3/team/users.json`,
headers: {
Authorization: `Bearer ${this.signaturit.$auth.access_token}`,
},
})
},
})
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