Integrate the Workbooks CRM API with the Snowflake API

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

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Popular Ways to Connect Workbooks CRM with Snowflake#

Create Customer Order with Workbooks CRM API on New Row from Snowflake API

Snowflake + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Row from Snowflake API

Snowflake + Workbooks CRM

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Create Person with Workbooks CRM API on New Row from Snowflake API

Snowflake + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Row from Snowflake API

Snowflake + Workbooks CRM

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Update Person with Workbooks CRM API on New Row from Snowflake API

Snowflake + Workbooks CRM

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Popular Workbooks CRM and Snowflake Triggers#

New Row from the Snowflake API

Emit new event when a row is added to a table

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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

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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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Popular Workbooks CRM and Snowflake 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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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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Execute SQL Query with the Snowflake API

Execute a custom Snowflake query. See our docs to learn more about working with SQL in Pipedream.

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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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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 Snowflake#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake#

import snowflake from '@pipedream/snowflake';

export default defineComponent({
  props: {
    snowflake,
  },
  async run({ $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/snowflake
    
    return this.snowflake.executeQuery({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
      binds: [],
    });
  },
});

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