Integrate the Workbooks CRM API with the Stripe API

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

Popular Ways to Connect Workbooks CRM with Stripe#

Create Customer Order with Workbooks CRM API on New Custom Webhook Events from Stripe API

Stripe + Workbooks CRM

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Create Organisation with Workbooks CRM API on New Custom Webhook Events from Stripe API

Stripe + Workbooks CRM

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Create Person with Workbooks CRM API on New Custom Webhook Events from Stripe API

Stripe + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on New Custom Webhook Events from Stripe API

Stripe + Workbooks CRM

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Update Person with Workbooks CRM API on New Custom Webhook Events from Stripe API

Stripe + Workbooks CRM

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Popular Workbooks CRM and Stripe Triggers#

New Custom Webhook Events from the Stripe API

Emit new event on each webhook event

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Canceled Subscription from the Stripe API

Emit new event for each new canceled subscription

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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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Popular Workbooks CRM and Stripe 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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Cancel a Payment Intent with the Stripe API

Cancel a payment intent. Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=requires_capture, the remaining amount_capturable will automatically be refunded. See the docs for more information

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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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Cancel Or Reverse a Payout with the Stripe API

Cancel or reverse a payout. A payout can be canceled only if it has not yet been paid out. A payout can be reversed only if it has already been paid out. Funds will be refunded to your available balance. See the docs for more information

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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 Stripe#

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Connect Stripe#

import stripe from 'stripe'

export default defineComponent({
  props: {
    stripe: {
      type: "app",
      app: "stripe",
    }
  },
  async run({steps, $}) {
    const client = stripe(this.stripe.$auth.api_key)

    return await client.accounts.list({ limit: 1 })
  },
})