Workbooks CRM

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

Integrate the Workbooks CRM API with the WooCommerce API

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

Create Customer Order with Workbooks CRM API on New Coupon Event (Instant) from WooCommerce API
WooCommerce + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Customer Event (Instant) from WooCommerce API
WooCommerce + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Order Event (Instant) from WooCommerce API
WooCommerce + Workbooks CRM
 
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Create Customer Order with Workbooks CRM API on New Product Event (Instant) from WooCommerce API
WooCommerce + Workbooks CRM
 
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Create Customer with WooCommerce API on New Organisation (Instant) from Workbooks CRM API
Workbooks CRM + WooCommerce
 
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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 Coupon Event (Instant) from the WooCommerce API

Emit new event each time the specified coupon event(s) occur

 
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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 Customer Event (Instant) from the WooCommerce API

Emit new event each time the specified customer event(s) occur

 
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Create Customer Order with the Workbooks CRM API

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

 
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Create Customer with the WooCommerce API

Creates a new customer. See the docs

 
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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 Order with the WooCommerce API

Creates a new order. See the docs

 
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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

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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 WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Connect WooCommerce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    woocommerce: {
      type: "app",
      app: "woocommerce",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.woocommerce.$auth.url}/wp-json/wc/v2/orders`,
      auth: {
        username: `${this.woocommerce.$auth.key}`,
        password: `${this.woocommerce.$auth.secret}`,
      },
    })
  },
})