Add Multiple Rows with Google Sheets 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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Add Multiple Rows with the Google Sheets API

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Getting Started#

This integration creates a workflow with a Microsoft Dynamics 365 Sales trigger and Google Sheets 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 Add Multiple Rows action
1. Connect your Google Sheets account
2. Optional- Select a Drive
3. Select a Spreadsheet ID
4. Select a Worksheet ID
5. Configure headersDisplay
6. Configure Row Values
7. Configure rowsDescription
8. Optional- Configure Reset Row Format
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#

Add Multiple Rows on Google Sheets

Description:Add multiple rows of data to a Google Sheet. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)

Version:0.2.16

Key:google_sheets-add-multiple-rows

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Action Code#

import common from "../common/worksheet.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  parseArray, getWorksheetHeaders,
} from "../../common/utils.mjs";

const { googleSheets } = common.props;

export default {
  ...common,
  key: "google_sheets-add-multiple-rows",
  name: "Add Multiple Rows",
  description: "Add multiple rows of data to a Google Sheet. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)",
  version: "0.2.16",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    googleSheets,
    drive: {
      propDefinition: [
        googleSheets,
        "watchedDrive",
      ],
    },
    sheetId: {
      propDefinition: [
        googleSheets,
        "sheetID",
        (c) => ({
          driveId: googleSheets.methods.getDriveId(c.drive),
        }),
      ],
    },
    worksheetId: {
      propDefinition: [
        googleSheets,
        "worksheetIDs",
        (c) => ({
          sheetId: c.sheetId,
        }),
      ],
      reloadProps: true,
    },
    headersDisplay: {
      propDefinition: [
        googleSheets,
        "headersDisplay",
      ],
    },
    rows: {
      propDefinition: [
        googleSheets,
        "rows",
      ],
    },
    rowsDescription: {
      propDefinition: [
        googleSheets,
        "rowsDescription",
      ],
    },
    resetRowFormat: {
      type: "boolean",
      label: "Reset Row Format",
      description: "Reset the formatting of the rows that were added (line style to none, background to white, foreground color to black, font size to 10, no bold, no italic, no strikethrough, horizontalAlignment to left). This is useful if you want to add rows to a formatted table in Google Sheets.",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.sheetId || !this.worksheetId) {
      return props;
    }
    const worksheet = await this.getWorksheetById(this.sheetId, this.worksheetId);
    const rowHeaders = await getWorksheetHeaders(this, this.sheetId, worksheet?.properties?.title);
    if (rowHeaders.length) {
      return {
        headersDisplay: {
          type: "alert",
          alertType: "info",
          content: `Possible Row Headers: **\`${rowHeaders.join(", ")}\`**`,
          hidden: false,
        },
      };
    }
  },
  async run() {
    let inputValidated = true;

    const rows = parseArray(this.rows);

    if (!rows) {
      inputValidated = false;
    } else {
      rows.forEach((row) => { if (!Array.isArray(row)) { inputValidated = false; } });
    }

    // Throw an error if input validation failed
    if (!inputValidated) {
      console.error("Data Submitted:");
      console.error(rows);
      throw new ConfigurationError("Rows data is not an array of arrays. Please enter an array of arrays in the `Rows` parameter above. If you're trying to send a single rows to Google Sheets, search for the action to add a single row to Sheets or try modifying the code for this step.");
    }

    const worksheet = await this.getWorksheetById(this.sheetId, this.worksheetId);
    const addRowsResponse = await this.googleSheets.addRowsToSheet({
      spreadsheetId: this.sheetId,
      range: worksheet?.properties?.title,
      rows,
    });

    if (this.resetRowFormat) {
      await this.googleSheets.resetRowFormat(this.sheetId, addRowsResponse.updatedRange);
    }
    return addRowsResponse;
  },
};

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
Google Sheets	`googleSheets`	`app`	This component uses the Google Sheets app.
Drive	`drive`	`string`	Select a value from the drop down menu.
Spreadsheet ID	`sheetId`	`string`	Select a value from the drop down menu.
Worksheet ID	`worksheetId`	`integer`	Select a value from the drop down menu.
Row Values	`rows`	`string`	Provide an array of arrays
Reset Row Format	`resetRowFormat`	`boolean`	Reset the formatting of the rows that were added (line style to none, background to white, foreground color to black, font size to 10, no bold, no italic, no strikethrough, horizontalAlignment to left). This is useful if you want to add rows to a formatted table in Google Sheets.

Action Authentication#

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

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

emailprofilehttps://www.googleapis.com/auth/drive

About Google Sheets#

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

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Add Multiple Rows with Google Sheets API on Opportunity Close Date Updated from Microsoft Dynamics 365 Sales API

Pipedream makes it easy to connect APIs for Google Sheets, 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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