What do you want to automate

with Dext and Microsoft Dynamics 365 Sales?

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

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Create Custom Entity with Microsoft Dynamics 365 Sales API on New Client Added from Dext API
Dext + Microsoft Dynamics 365 Sales
 
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Find Contact with Microsoft Dynamics 365 Sales API on New Client Added from Dext API
Dext + Microsoft Dynamics 365 Sales
 
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New Client Added from the Dext API

Emit new event when a new client is added.

 
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Get Client with the Dext API

Retrieves a detailed set of information about a particular client. See the documentation

 
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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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Get Client Activity Stats with the Dext API

Retrieves the rolling annual and monthly-average Activity Stats for a particular client. 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 Dext API with the Microsoft Dynamics 365 Sales API
Setup the Dext API trigger to run a workflow which integrates with the Microsoft Dynamics 365 Sales API. Pipedream's integration platform allows you to integrate Dext and Microsoft Dynamics 365 Sales remarkably fast. Free for developers.

Overview of Dext

The Dext API allows you to automate the management of expenses, receipts, and invoices within your Dext account. With Pipedream, you can harness this API to create workflows that streamline your finance operations, such as extracting data from receipts, categorizing expenses, and syncing financial documents across various platforms. By connecting Dext with other apps through Pipedream, you can craft efficient, serverless workflows that save time and reduce manual data entry.

Connect Dext

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    dext: {
      type: "app",
      app: "dext",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.xavier-analytics.com/clients`,
      headers: {
        Authorization: `Bearer ${this.dext.$auth.api_token}`,
      },
    })
  },
})

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

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Adyen logo
Appcues logo
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Checkr logo
ChartMogul logo
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Gorgias logo
LinkedIn logo
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Warner Bros. logo