What do you want to automate

with Autotask PSA and Microsoft Dynamics 365 Sales?

Prompt, edit and deploy AI agents that connect to Autotask PSA, Microsoft Dynamics 365 Sales and 2,500+ other apps in seconds.

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Create Custom Entity with the Microsoft Dynamics 365 Sales API

Create a custom entity. See the documentation

 
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Find Contact with the Microsoft Dynamics 365 Sales API

Search for a contact by id, name, or using a custom filter. See the documentation

 
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Integrate the Autotask PSA API with the Microsoft Dynamics 365 Sales API
Setup the Autotask PSA API trigger to run a workflow which integrates with the Microsoft Dynamics 365 Sales API. Pipedream's integration platform allows you to integrate Autotask PSA and Microsoft Dynamics 365 Sales remarkably fast. Free for developers.

Connect Autotask PSA

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    autotask_psa: {
      type: "app",
      app: "autotask_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.autotask_psa.$auth.url}V1.0/ClientPortalUsers/query`,
      headers: {
        "UserName": `${this.autotask_psa.$auth.username}`,
        "Secret": `${this.autotask_psa.$auth.password}`,
        "ApiIntegrationCode": `${this.autotask_psa.$auth.api_integration_code}`,
      },
      params: {
        search: `{
        "filter": [
            {
                "op": "gt",
                "field": "id",
                "value": "1"
            }
        ]
    }`,
      },
    })
  },
})

Connect Microsoft Dynamics 365 Sales

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_dynamics_365_sales: {
      type: "app",
      app: "microsoft_dynamics_365_sales",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.microsoft_dynamics_365_sales.$auth.api_url}/api/data/v9.2/WhoAmI`,
      headers: {
        Authorization: `Bearer ${this.microsoft_dynamics_365_sales.$auth.oauth_access_token}`,
        "odata-maxversion": `4.0`,
        "odata-version": `4.0`,
        "content-type": `application/json`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo