Integrate the Workbooks CRM API with the Supabase API

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

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Popular Ways to Connect Workbooks CRM with Supabase#

Batch Insert Rows with Supabase API on New Organisation (Instant) from Workbooks CRM API

Workbooks CRM + Supabase

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Batch Insert Rows with Supabase API on New Person (Instant) from Workbooks CRM API

Workbooks CRM + Supabase

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Batch Insert Rows with Supabase API on New Posted Credit Note (Instant) from Workbooks CRM API

Workbooks CRM + Supabase

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Batch Insert Rows with Supabase API on New Posted Invoice (Instant) from Workbooks CRM API

Workbooks CRM + Supabase

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Create Customer Order with Workbooks CRM API on New Row Added from Supabase API

Supabase + Workbooks CRM

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Popular Workbooks CRM and Supabase Triggers#

New Row Added from the Supabase API

Emit new event for every new row added in a table. See documentation here

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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 Webhook Event (Instant) from the Supabase API

Emit new event for every insert, update, or delete operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation here

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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 Supabase Actions#

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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Batch Insert Rows with the Supabase API

Inserts new rows into a database. See the documentation

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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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Delete Row with the Supabase API

Deletes row(s) in a database. See the docs here

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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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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 Supabase#

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Connect Supabase#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    supabase: {
      type: "app",
      app: "supabase",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.supabase.$auth.subdomain}.supabase.co/rest/v1/`,
      headers: {
        Authorization: `Bearer ${this.supabase.$auth.service_key}`,
        "apikey": `${this.supabase.$auth.service_key}`,
      },
    })
  },
})

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