ExploreTemplatesDocsPricingBlogCommunity
Sign in
Sign up

Workbooks CRM

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

Explore
/
Apps
/
Workbooks CRM
/
UltraMsg

Integrate the Workbooks CRM API with the UltraMsg API

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

Popular Ways to Connect Workbooks CRM with UltraMsg

Send a Document with UltraMsg API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + UltraMsg
 
Try it
Send a Document with UltraMsg API on New Person (Instant) from Workbooks CRM API
Workbooks CRM + UltraMsg
 
Try it
Send a Document with UltraMsg API on New Posted Credit Note (Instant) from Workbooks CRM API
Workbooks CRM + UltraMsg
 
Try it
Send a Document with UltraMsg API on New Posted Invoice (Instant) from Workbooks CRM API
Workbooks CRM + UltraMsg
 
Try it
Send a Link with UltraMsg API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + UltraMsg
 
Try it

Popular Workbooks CRM and UltraMsg Triggers

New Organisation (Instant) from the Workbooks CRM API

Emit new event when a new organisation is created.

 
Try it
New Person (Instant) from the Workbooks CRM API

Emit new event when a new person is created.

 
Try it
New Posted Credit Note (Instant) from the Workbooks CRM API

Emit new event when a new credit note is posted.

 
Try it
New Posted Invoice (Instant) from the Workbooks CRM API

Emit new event when a new invoice is posted.

 
Try it

Popular Workbooks CRM and UltraMsg Actions

Create Customer Order with the Workbooks CRM API

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

 
Try it
Send a Document with the UltraMsg API

Send a document to a specified number. See the docs here

 
Try it
Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

 
Try it
Send a Link with the UltraMsg API

Send a link to a specified number. See the docs here

 
Try it
Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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 UltraMsg

UltraMsg API offers a suite of messaging capabilities that let you automate WhatsApp messaging. With it, you can send and receive messages, create WhatsApp chatbots, and manage media, enabling a wide range of automated interactions with users. Pipedream acts as a powerful accelerator here, letting you connect UltraMsg to hundreds of other apps to craft custom workflows.

Connect UltraMsg

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    ultramsg: {
      type: "app",
      app: "ultramsg",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.ultramsg.com/${this.ultramsg.$auth.instance_id}/messages/statistics`,
      headers: {
        "Content-Type": `application/x-www-form-urlencoded`,
      },
      params: {
        token: `${this.ultramsg.$auth.token}`,
      },
    })
  },
})
Pipedream, Inc. — San Francisco, CA
AboutTwitterDocsCommunityTermsPrivacy