Integrate the Workbooks CRM API with the Slack API

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

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Popular Ways to Connect Workbooks CRM with Slack#

Create Customer Order with Workbooks CRM API on New Message In Channels (Instant) from Slack API

Slack + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Message In Channels (Instant) from Slack API

Slack + Workbooks CRM

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Create Person with Workbooks CRM API on New Message In Channels (Instant) from Slack API

Slack + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Message In Channels (Instant) from Slack API

Slack + Workbooks CRM

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Update Person with Workbooks CRM API on New Message In Channels (Instant) from Slack API

Slack + Workbooks CRM

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Popular Workbooks CRM and Slack Triggers#

New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

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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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Popular Workbooks CRM and Slack 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 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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Send Message with the Slack API

Send a message to a user, group, private channel or public channel. See the documentation

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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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Build and Send a Block Kit Message with the Slack API

Configure custom blocks and send to a channel, group, or user. See the documentation.

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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 Slack#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Connect Slack#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    slack: {
      type: "app",
      app: "slack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://slack.com/api/users.profile.get`,
      headers: {
        Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
      },
    })
  },
})

Community Posts#

Airtable Webhooks with Slack + Pipedream

We love Airtable here at Pipedream. But Airtable lacks one killer feature — webhooks. We took advantage of Airtable’s Slack notifications and built a way to send webhooks to an HTTP endpoint every time a record is created or updated in a base. It takes 10 minutes to setup and it’s free.

Start for free — no credit card required

Watch a demo