← HTTP / Webhook + Workbooks CRM integrations

Create Customer Order with Workbooks CRM API on New Requests (Payload Only) from HTTP / Webhook API

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Trigger workflow on
New Requests (Payload Only) from the HTTP / Webhook API
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Create Customer Order with the Workbooks CRM API
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Getting Started

This integration creates a workflow with a HTTP / Webhook trigger and Workbooks CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Requests (Payload Only) trigger
    1. Connect your HTTP / Webhook account
  3. Configure the Create Customer Order action
    1. Connect your Workbooks CRM account
    2. Select a Assigned To
    3. Configure Customer Order Name
    4. Configure Document Currency
    5. Configure Customer Order Date
    6. Configure Status
    7. Configure Tax Point Date
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Get a URL and emit the HTTP body as an event on every request
Version:0.1.1
Key:http-new-requests-payload-only

Trigger Code

import http from "../../http.app.mjs";

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
N/AhttpInterface$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
HTTP / WebhookhttpappThis component uses the HTTP / Webhook app.

Trigger Authentication

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook

Get a unique URL where you can send HTTP or webhook requests

Action

Description:Creates an order from your customers for your goods or services.
Version:0.0.1
Key:workbooks_crm-create-customer-order

Workbooks CRM Overview

Using Workbook CRM's powerful API, you have the opportunity to build powerful
business applications like never before. With its intuitive interface,
streamlined processes and wraparound features, the Workbooks CRM API offers
sophisticated software solutions to meet a variety of organizational needs.

From custom tailored customer Account and Contact Management dashboards to
project tracking and sales order automation, the Workbooks CRM API enables you
to create, store and access data seamlessly. With its secure, cloud-based
architecture, you can create, update, delete and query data, ensuring that only
authorized personnel can access the necessary materials.

The areas you can build with the Workbooks CRM API, include:

  • Customizable customer account and contact management
  • Real-time project tracking and asset management
  • Sales order automation
  • Accurate data collection and analysis
  • Automated CRM reporting
  • Powerful marketing automation tools
  • Robust service management and support
  • Streamlined customer onboarding processes
  • Comprehensive B2B and B2C portals
  • User-friendly lead and opportunity management

Action Code

import app from "../../workbooks_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "workbooks_crm-create-customer-order",
  name: "Create Customer Order",
  description: "Creates an order from your customers for your goods or services.",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    assignedTo: {
      label: "Assigned To",
      description: "A queue that this Customer Order could be assigned to.",
      propDefinition: [
        app,
        "orderQueue",
      ],
    },
    description: {
      type: "string",
      label: "Customer Order Name",
      description: "The description of this Customer Order.",
    },
    documentCurrency: {
      type: "string",
      label: "Document Currency",
      description: "The currency of this Transaction in [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) format. E.g. `USD`.",
    },
    documentDate: {
      type: "string",
      label: "Customer Order Date",
      description: "The official date for this Customer Order.",
      default: utils.getCurrentDate(),
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of this Transaction.",
      default: "DRAFT",
    },
    taxPointDate: {
      type: "string",
      label: "Tax Point Date",
      description: "The date that sales tax will be calculated for this Transaction.",
      default: utils.getCurrentDate(),
    },
  },
  async run({ $: step }) {
    const {
      assignedTo,
      description,
      documentCurrency,
      documentDate,
      status,
      taxPointDate,
    } = this;

    const response = await this.app.createOrder({
      step,
      data: {
        assigned_to: [
          assignedTo,
        ],
        description: [
          description,
        ],
        document_currency: [
          documentCurrency,
        ],
        document_date: [
          documentDate,
        ],
        status: [
          status,
        ],
        tax_point_date: [
          taxPointDate,
        ],
      },
    });

    step.export("$summary", `Successfully created customer order with ID ${response.affected_objects[0].id}`);

    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Workbooks CRMappappThis component uses the Workbooks CRM app.
Assigned ToassignedTostringSelect a value from the drop down menu.
Customer Order Namedescriptionstring

The description of this Customer Order.

Document CurrencydocumentCurrencystring

The currency of this Transaction in ISO 4217 format. E.g. USD.

Customer Order DatedocumentDatestring

The official date for this Customer Order.

Statusstatusstring

The status of this Transaction.

Tax Point DatetaxPointDatestring

The date that sales tax will be calculated for this Transaction.

Action Authentication

Workbooks CRM uses OAuth authentication. When you connect your Workbooks CRM account, Pipedream will open a popup window where you can sign into Workbooks CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Workbooks CRM API.

Pipedream requests the following authorization scopes when you connect your account:

About Workbooks CRM

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

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