Workbooks
UK CRM with sales, marketing, service and order-to-invoice modules.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key
02Data
What you can sync.
- Organisations
- People
- Opportunities
- Quotations
- Orders
- Cases
Join Workbooks organisations with billing, support and product usage to see each account in full.
Need more? Name any other Workbooks data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
Workbooks uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Workbooks if you need help.
04How it works
How it works in DataMind.
-
Pick Workbooks.
Open Lake, pick Workbooks in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Workbooks API docs.
-
Answer a few questions.
The AI reads the Workbooks documentation, then asks which credentials you will use, which data to sync (for example organisations and people), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Workbooks data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
