Create Account with Salesforce API on New Contact Created from Microsoft 365 People API

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Trigger workflow on

New Contact Created from the Microsoft 365 People API

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Create Account with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Contact Created trigger
1. Connect your Microsoft 365 People account
2. Configure Webhook renewal timer
3. Optional- Select a Folder
Configure the Create Account action
1. Connect your Salesforce account
2. Configure Account Name
3. Optional- Configure Account Number
4. Optional- Configure Description
5. Optional- Configure Phone
6. Optional- Configure Website
7. Configure docsInfo
8. Optional- Configure See All Props
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 Contact Created on Microsoft 365 People

Description:Emit new event when a new contact is created in a folder.

Version:0.0.1

Key:microsoft_365_people-new-contact-created

View on GitHub

Microsoft 365 People Overview#

The Microsoft 365 People API lets you tap into your organization's contact data, providing access to people's info within your Microsoft 365 domain. With this API, you can search for users and contacts, discover relationships, and construct rich profiles that include contact information, organizational hierarchies, and photo URLs. On Pipedream, you can harness this API to automate contact management tasks, enhance CRM data, or trigger actions based on changes in your organization's personnel.

Trigger Code#

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

export default {
  ...common,
  key: "microsoft_365_people-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event when a new contact is created in a folder.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    folderId: {
      propDefinition: [
        common.props.microsoftOutlook,
        "folderId",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      await this.activate({
        changeType: "created",
        resource: this.folderId
          ? `/me/contactFolders/${this.folderId}/contacts`
          : "/me/contacts",
      });
    },
    async deactivate() {
      await this.deactivate();
    },
  },
  methods: {
    ...common.methods,
    async getSampleEvents() {
      return this.folderId
        ? this.microsoftOutlook.listContactsInFolder({
          folderId: this.folderId,
        })
        : this.microsoftOutlook.listContacts();
    },
    generateMeta(item) {
      return {
        id: item.id.slice(-64),
        summary: `${item.displayName}` || `${item.id}`,
        ts: Date.parse(item.createdDateTime),
      };
    },
  },
  async run(event) {
    await this.run({
      event,
      emitFn: async ({ resourceId } = {}) => {
        const item = await this.microsoftOutlook.getContact({
          contactId: resourceId,
        });
        this.emitEvent(item);
      },
    });
  },
};

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 365 People	`microsoftOutlook`	`app`	This component uses the Microsoft 365 People app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Webhook renewal timer	`timer`	`$.interface.timer`	Graph API expires Outlook notifications in 3 days, we auto-renew them in 2 days, see
Folder	`folderId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

Contacts.ReadWriteUser.Reademailoffline_accessopenidprofile

About Microsoft 365 People#

Create, view, and edit contacts, contact lists, and groups in your Microsoft 365 account.

Action#

Create Account on Salesforce

Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)

Version:0.3.0

Key:salesforce_rest_api-create-account

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code#

import common, { getProps } from "../common/base-create-update.mjs";
import account from "../../common/sobjects/account.mjs";

export const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Account";
    },
    getAdvancedProps() {
      return account.extraProps;
    },
  },
  props: getProps({
    objType: account,
    docsLink,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Account", {
      $,
      data: {
        ...data,
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created account "${this.Name}"`);
    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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Account Name	`Name`	`string`	Name of the account. Max 255 characters.
Account Number	`AccountNumber`	`string`	Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.
Description	`Description`	`string`	Text description of the account. Limited to 32,000 KB.
Phone	`Phone`	`string`	Phone number for this account. Max 40 characters.
Website	`Website`	`string`	The website of this account. Max 255 characters.
See All Props	`useAdvancedProps`	`boolean`	Set to true to see all available props for this object.

Action Authentication#

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

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

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Microsoft 365 People#

Other Popular Integrations#

Create Contact Folder with Microsoft 365 People API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Microsoft 365 People

Create Account with Salesforce API on New Contact Created from Microsoft 365 People API

Pipedream makes it easy to connect APIs for Salesforce, Microsoft 365 People and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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