Connect Pyrus and workbooks to Build Intelligent Automations

Choose a Trigger

Pyrus

When this happens...

Choose an Action

workbooks

Automatically do this!

Enable Integrations or automations with these events of Pyrus and workbooks

Enable Integrations or automations with these events of Pyrus and workbooks

Actions

Create Simple Task

Create Simple Task

Creates a simple task with contacts

Get Forms

Get Forms

Get an existing form details by it's form id.

Create Task With Form

Create Task With Form

Creates a new task With an existing Form.

Delete Task

Delete Task

Delete task by task id.

Add Member

Add Member

Add a new team member.

List Forms

List Forms

Returns a description of all the forms in which the current user is a manager or a member.

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Frequently Asked Questions

How do I start an integration between Pyrus and workbooks?

To start, connect both your Pyrus and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Pyrus triggers actions in workbooks (or vice versa).

Can we customize how data from Pyrus is recorded in workbooks?

Absolutely. You can customize how Pyrus data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pyrus and workbooks?

The data sync between Pyrus and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pyrus to workbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pyrus and workbooks?

Yes, you can set conditional logic to control the flow of data between Pyrus and workbooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pyrus

About Pyrus

Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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