Integrate the Workbooks CRM API with the Zendesk API

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

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Popular Ways to Connect Workbooks CRM with Zendesk#

Create Customer Order with Workbooks CRM API on New Ticket (Instant) from Zendesk API

Zendesk + Workbooks CRM

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Create Customer Order with Workbooks CRM API on New Ticket Added to View (Instant) from Zendesk API

Zendesk + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Ticket Closed (Instant) from Zendesk API

Zendesk + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Ticket Pended (Instant) from Zendesk API

Zendesk + Workbooks CRM

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Create Customer Order with Workbooks CRM API on Ticket Solved (Instant) from Zendesk API

Zendesk + Workbooks CRM

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Popular Workbooks CRM and Zendesk Triggers#

New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

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New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

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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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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

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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 Zendesk 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 Ticket with the Zendesk API

Creates a ticket. 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 Ticket with the Zendesk API

Deletes a ticket. See the documentation.

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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 Zendesk#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})

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