Get Appointment Types with Acuity Scheduling API on Opportunity Close Date Updated from Microsoft Dynamics 365 Sales API

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Opportunity Close Date Updated from the Microsoft Dynamics 365 Sales API

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Get Appointment Types with the Acuity Scheduling API

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Getting Started#

This integration creates a workflow with a Microsoft Dynamics 365 Sales trigger and Acuity Scheduling action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Opportunity Close Date Updated trigger
1. Connect your Microsoft Dynamics 365 Sales account
2. Configure timer
Configure the Get Appointment Types action
1. Connect your Acuity Scheduling account
2. Optional- Configure Include Deleted
Deploy the workflow
Send a test event to validate your setup
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#

Opportunity Close Date Updated on Microsoft Dynamics 365 Sales

Description:Emit new event when the estimated close date of an opportunity is updated.

Version:0.0.3

Key:microsoft_dynamics_365_sales-opportunity-close-date-updated

View on GitHub

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "microsoft_dynamics_365_sales-opportunity-close-date-updated",
  name: "Opportunity Close Date Updated",
  description: "Emit new event when the estimated close date of an opportunity is updated.",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getCloseDates() {
      return this.db.get("closeDates") || {};
    },
    _setCloseDates(closeDates) {
      this.db.set("closeDates", closeDates);
    },
    getResourceFn() {
      return this.microsoftDynamics365Sales.listOpportunities;
    },
    getArgs() {
      return {
        params: {
          "$orderby": "modifiedon desc",
        },
      };
    },
    getTsField() {
      return "modifiedon";
    },
    getRelevantResults(results) {
      const closeDates = this._getCloseDates();
      const relevantResults = [];
      for (const result of results) {
        if (closeDates[result.opportunityid] !== result.estimatedclosedate) {
          if (closeDates[result.opportunityid]) {
            relevantResults.push(result);
          }
          closeDates[result.opportunityid] = result.estimatedclosedate;
        }
      }
      this._setCloseDates(closeDates);
      return relevantResults;
    },
    generateMeta(opportunity) {
      const ts = Date.parse(opportunity.modifiedon);
      return {
        id: `${opportunity.opportunityid}${ts}`,
        summary: `Opportunity Close Date Updated: ${opportunity.name}`,
        ts,
      };
    },
  },
};

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.

Label	Prop	Type	Description
Microsoft Dynamics 365 Sales	`microsoftDynamics365Sales`	`app`	This component uses the Microsoft Dynamics 365 Sales app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Microsoft Dynamics 365 Sales uses OAuth authentication. When you connect your Microsoft Dynamics 365 Sales account, Pipedream will open a popup window where you can sign into Microsoft Dynamics 365 Sales and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Dynamics 365 Sales API.

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

emailoffline_accessopenidprofile

About Microsoft Dynamics 365 Sales#

Close more deals and increase seller efficiency with an AI-powered CRM solution.

Action#

Get Appointment Types on Acuity Scheduling

Description:Return a list ofappointment types. [See the documentation](https://developers.acuityscheduling.com/reference/appointment-types)

Version:0.0.2

Key:acuity_scheduling-get-appointment-types

View on GitHub

Acuity Scheduling Overview#

Acuity Scheduling API allows you to tap into the functionality of Acuity Scheduling, a cloud-based appointment scheduling software. With this API on Pipedream, you can automate appointment creation, modifications, and cancellations, as well as sync customer data across your tech stack. The API lets you fetch detailed information about schedules, available time slots, and calendar events. Create dynamic, real-time integrations with CRMs, email marketing platforms, or payment gateways to streamline your scheduling and business processes.

Action Code#

import acuityScheduling from "../../acuity_scheduling.app.mjs";

export default {
  key: "acuity_scheduling-get-appointment-types",
  name: "Get Appointment Types",
  description: "Return a list ofappointment types. [See the documentation](https://developers.acuityscheduling.com/reference/appointment-types)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    acuityScheduling,
    includeDeleted: {
      type: "boolean",
      label: "Include Deleted",
      description: "Include deleted appointment types in the response",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.acuityScheduling.listAppointmentTypes({
      $,
      params: {
        includeDeleted: this.includeDeleted,
      },
    });
    $.export("$summary", `Successfully retrieved ${response.length} appointment types`);
    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.

Label	Prop	Type	Description
Acuity Scheduling	`acuityScheduling`	`app`	This component uses the Acuity Scheduling app.
Include Deleted	`includeDeleted`	`boolean`	Include deleted appointment types in the response

Action Authentication#

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

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

api-v1

About Acuity Scheduling#

Online Appointment Scheduling

More Ways to Connect Acuity Scheduling + Microsoft Dynamics 365 Sales#

Other Popular Integrations#

Create Custom Entity with Microsoft Dynamics 365 Sales API on New Appointment Canceled (Instant) from Acuity Scheduling API

Acuity Scheduling + Microsoft Dynamics 365 Sales

Get Appointment Types with Acuity Scheduling API on Opportunity Close Date Updated from Microsoft Dynamics 365 Sales API

Pipedream makes it easy to connect APIs for Acuity Scheduling, Microsoft Dynamics 365 Sales and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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