← Microsoft Dynamics 365 Sales + Notion integrations

Append Block to Parent with Notion API on New Account Created from Microsoft Dynamics 365 Sales API

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Trigger workflow on
New Account Created from the Microsoft Dynamics 365 Sales API
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Append Block to Parent with the Notion API
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Getting Started

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

  1. Select this integration
  2. Configure the New Account Created trigger
    1. Connect your Microsoft Dynamics 365 Sales account
    2. Configure timer
  3. Configure the Append Block to Parent action
    1. Connect your Notion account
    2. Select a Parent Block ID
    3. Select one or more Block Type(s)
    4. Select one or more Existing Block IDs
    5. Configure Markdown Contents
    6. Configure Image URLs
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new account is created.
Version:0.0.1
Key:microsoft_dynamics_365_sales-new-account-created

Trigger Code

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

export default {
  ...common,
  key: "microsoft_dynamics_365_sales-new-account-created",
  name: "New Account Created",
  description: "Emit new event when a new account is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.microsoftDynamics365Sales.listAccounts;
    },
    getArgs() {
      return {
        params: {
          "$orderby": "createdon desc",
        },
      };
    },
    getTsField() {
      return "createdon";
    },
    generateMeta(account) {
      return {
        id: account.accountid,
        summary: `New Account: ${account.name}`,
        ts: Date.parse(account.createdon),
      };
    },
  },
};

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.
LabelPropTypeDescription
Microsoft Dynamics 365 SalesmicrosoftDynamics365SalesappThis component uses the Microsoft Dynamics 365 Sales app.
N/Adb$.service.dbThis 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

Description:Append new and/or existing blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)
Version:0.4.1
Key:notion-append-block

Notion Overview

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Action Code

import notion from "../../notion.app.mjs";
import base from "../common/base-page-builder.mjs";
import { appendBlocks } from "notion-helper";

export default {
  ...base,
  key: "notion-append-block",
  name: "Append Block to Parent",
  description: "Append new and/or existing blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)",
  version: "0.4.1",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    notion,
    pageId: {
      propDefinition: [
        notion,
        "pageId",
      ],
      label: "Parent Block ID",
      description: "Select a parent block/page or provide its ID",
    },
    blockTypes: {
      type: "string[]",
      label: "Block Type(s)",
      description: "Select which type(s) of block you'd like to append",
      reloadProps: true,
      options: [
        {
          label: "Append existing blocks",
          value: "blockIds",
        },
        {
          label: "Provide Markdown content to create new blocks with",
          value: "markdownContents",
        },
        {
          label: "Provide Image URLs to create new image blocks",
          value: "imageUrls",
        },
      ],
    },
    blockIds: {
      propDefinition: [
        notion,
        "pageId",
      ],
      type: "string[]",
      label: "Existing Block IDs",
      description: "Select one or more block(s) or page(s) to append (selecting a page appends its children). You can also provide block or page IDs.",
      hidden: true,
    },
    markdownContents: {
      type: "string[]",
      label: "Markdown Contents",
      description:
        "Each entry is the content of a new block to append, using Markdown syntax. [See the documentation](https://www.notion.com/help/writing-and-editing-basics#markdown-and-shortcuts) for more information",
      hidden: true,
    },
    imageUrls: {
      type: "string[]",
      label: "Image URLs",
      description: "One or more Image URLs to append new image blocks with. [See the documentation](https://www.notion.com/help/images-files-and-media#media-block-types) for more information",
      hidden: true,
    },
  },
  additionalProps(currentProps) {
    const { blockTypes } = this;

    for (let prop of [
      "blockIds",
      "markdownContents",
      "imageUrls",
    ]) {
      currentProps[prop].hidden = !blockTypes.includes(prop);
    }

    return {};
  },
  async run({ $ }) {
    const { blockTypes } = this;
    const children = [];

    // add blocks from blockIds
    if (blockTypes.includes("blockIds") && this.blockIds?.length > 0) {
      for (const id of this.blockIds) {
        const block = await this.notion.retrieveBlock(id);
        block.children = await this.notion.retrieveBlockChildren(block);
        const formattedChildren = await this.formatChildBlocks(block);
        children.push(...formattedChildren);
      }
    }

    // add blocks from markup
    if (blockTypes.includes("markdownContents") && this.markdownContents?.length > 0) {
      for (const content of this.markdownContents) {
        const block = this.createBlocks(content);
        children.push(...block);
      }
    }

    // add image blocks
    if (blockTypes.includes("imageUrls") && this.imageUrls?.length) {
      for (const url of this.imageUrls) {
        children.push({
          type: "image",
          image: {
            type: "external",
            external: {
              url,
            },
          },
        });
      }
    }

    if (children.length === 0) {
      $.export("$summary", "Nothing to append");
      return;
    }

    const response = await appendBlocks({
      client: await this.notion._getNotionClient(),
      block_id: this.pageId,
      children,
    });

    $.export("$summary", "Appended blocks successfully");
    return response.apiResponses;
  },
};

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.

LabelPropTypeDescription
NotionnotionappThis component uses the Notion app.
Parent Block IDpageIdstringSelect a value from the drop down menu.
Block Type(s)blockTypesstring[]Select a value from the drop down menu:{ "label": "Append existing blocks", "value": "blockIds" }{ "label": "Provide Markdown content to create new blocks with", "value": "markdownContents" }{ "label": "Provide Image URLs to create new image blocks", "value": "imageUrls" }

Action Authentication

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

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

About Notion

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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