Update Customer with Microsoft Dynamics 365 Business Central API API on New Updated User from Namely API

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Trigger workflow on

New Updated User from the Namely API

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Update Customer with the Microsoft Dynamics 365 Business Central API API

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Getting Started#

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

Select this integration
Configure the New Updated User trigger
1. Connect your Namely account
2. Configure timer
Configure the Update Customer action
1. Connect your Microsoft Dynamics 365 Business Central API account
2. Select a Company ID
3. Select a Customer ID
4. Optional- Configure Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Street Address
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Postal Code
11. Optional- Configure Country
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#

New Updated User on Namely

Description:Emit new event for each user updated.

Version:0.0.2

Key:namely-updated-user

View on GitHub

Namely Overview#

Namely is a Human Resources Information System (HRIS) designed to simplify HR, payroll, benefits, and talent management. By leveraging the Namely API on Pipedream, you can automate employee data synchronization across various platforms, streamline HR operations by triggering workflows based on employee lifecycle events, and even analyze workforce data to gain insights. It's a potent tool for HR professionals looking to integrate their HR tech stack and automate repetitive tasks.

Trigger Code#

import { defineSource } from "@pipedream/types";
import base from "../common/base-user.mjs";
export default defineSource({
    ...base,
    key: "namely-updated-user",
    version: "0.0.2",
    name: "New Updated User",
    type: "source",
    description: "Emit new event for each user updated.",
    dedupe: "unique",
    methods: {
        _generateEventUniqueId(user) {
            return `${user.id}-${user.updated_at}`;
        },
        async emitEvent(user) {
            this.$emit(user, {
                id: this._generateEventUniqueId(user),
                summary: `New user updated with id ${user.id}`,
                ts: Date.parse(user.created_at),
            });
        },
    },
});

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
Namely	`namely`	`app`	This component uses the Namely app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Namely#

Namely is the only HR, payroll, benefits, and talent management platform your employees will love.

Action#

Update Customer on Microsoft Dynamics 365 Business Central API

Description:Updates an existing customer. [See the documentation](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/api/dynamics_customer_update)

Version:0.0.1

Key:dynamics_365_business_central_api-update-customer

View on GitHub

Microsoft Dynamics 365 Business Central API Overview#

The Microsoft Dynamics 365 Business Central API enables you to streamline business processes by automating tasks and integrating with other services. With this API, you can access Dynamics 365 Business Central data such as financials, sales, service, and operations. It's perfect for creating custom workflows in Pipedream that can manipulate data, synchronize information across platforms, generate reports, and notify team members of important events.

Action Code#

import dynamics from "../../dynamics_365_business_central_api.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "dynamics_365_business_central_api-update-customer",
  name: "Update Customer",
  description: "Updates an existing customer. [See the documentation](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/api/dynamics_customer_update)",
  version: "0.0.1",
  type: "action",
  props: {
    dynamics,
    companyId: {
      propDefinition: [
        dynamics,
        "companyId",
      ],
    },
    customerId: {
      propDefinition: [
        dynamics,
        "customerId",
        (c) => ({
          companyId: c.companyId,
        }),
      ],
    },
    name: {
      propDefinition: [
        dynamics,
        "name",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        dynamics,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        dynamics,
        "phone",
      ],
    },
    address: {
      propDefinition: [
        dynamics,
        "address",
      ],
    },
    city: {
      propDefinition: [
        dynamics,
        "city",
      ],
    },
    state: {
      propDefinition: [
        dynamics,
        "state",
      ],
    },
    postalCode: {
      propDefinition: [
        dynamics,
        "postalCode",
      ],
    },
    country: {
      propDefinition: [
        dynamics,
        "country",
      ],
    },
  },
  methods: {
    async buildAddress($) {
      const { address } = await this.dynamics.getCustomer({
        companyId: this.companyId,
        customerId: this.customerId,
        $,
      });
      return {
        street: this.address || address.street,
        city: this.city || address.city,
        state: this.state || address.state,
        countryLetterCode: this.country || address.countryLetterCode,
        postalCode: this.postalCode || address.postalCode,
      };
    },
  },
  async run({ $ }) {
    const hasAddress = this.address
      || this.city
      || this.state
      || this.countryLetterCode
      || this.postalCode;
    const response = await this.dynamics.updateCustomer({
      $,
      companyId: this.companyId,
      customerId: this.customerId,
      data: utils.cleanObject({
        displayName: this.name,
        phoneNumber: this.phone,
        email: this.email,
        address: hasAddress
          ? await this.buildAddress($)
          : undefined,
      }),
    });
    $.export("$summary", `Successfully updated customer with ID ${this.customerId}`);
    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
Microsoft Dynamics 365 Business Central API	`dynamics`	`app`	This component uses the Microsoft Dynamics 365 Business Central API app.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the customer
Email	`email`	`string`	Email address of the customer
Phone	`phone`	`string`	Phone number of the customer
Street Address	`address`	`string`	Street address of the customer
City	`city`	`string`	City of the customer
State	`state`	`string`	State of the customer
Postal Code	`postalCode`	`string`	Postal code of the customer
Country	`country`	`string`	Country of the customer

Action Authentication#

Microsoft Dynamics 365 Business Central API uses OAuth authentication. When you connect your Microsoft Dynamics 365 Business Central API account, Pipedream will open a popup window where you can sign into Microsoft Dynamics 365 Business Central API 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 Business Central API API.

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

User.Reademailoffline_accessopenidprofileFinancials.ReadWrite.All