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← Zoho CRM + Microsoft Dynamics 365 Sales integrations

Create Custom Entity with Microsoft Dynamics 365 Sales API on New Module Entry (Instant) from Zoho CRM API

Pipedream makes it easy to connect APIs for Microsoft Dynamics 365 Sales, Zoho CRM and 2,500+ other apps remarkably fast.

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New Module Entry (Instant) from the Zoho CRM API
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Create Custom Entity with the Microsoft Dynamics 365 Sales API
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Getting Started

This integration creates a workflow with a Zoho CRM trigger and Microsoft Dynamics 365 Sales 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 Module Entry (Instant) trigger
    1. Connect your Zoho CRM account
    2. Configure Subscription Renewal Timer
    3. Select a Module
  3. Configure the Create Custom Entity action
    1. Connect your Microsoft Dynamics 365 Sales account
    2. Select a Solution ID
    3. Configure Display Name
    4. Configure Primary Attribute
    5. Optional- Select a Language Code
    6. Optional- Configure Additional Attributes
    7. Optional- Configure Description
    8. Optional- Configure Has Activities
    9. Optional- Configure Has Notes
  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

New Module Entry (Instant) on Zoho CRM
Description:Emit new events each time a new module/record is created in Zoho CRM
Version:0.0.14
Key:zoho_crm-new-module-entry

Zoho CRM Overview

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Trigger Code

import common from "../common/http-based/common-custom-module.mjs";
import crudOps from "../common/http-based/common-crud-operations.mjs";

export default {
  ...common,
  key: "zoho_crm-new-module-entry",
  name: "New Module Entry (Instant)",
  description: "Emit new events each time a new module/record is created in Zoho CRM",
  version: "0.0.14",
  type: "source",
  methods: {
    ...common.methods,
    getSupportedOps() {
      return [
        crudOps.createOpData(),
      ];
    },
  },
};

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
Zoho CRMzohoCrmappThis component uses the Zoho CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Subscription Renewal Timertimer$.interface.timer

Zoho CRM webhooks subscriptions have an expiration date of up to 1 day. This event source renews the subscription every 12 hours by default.

ModulemoduleInfostringSelect a value from the drop down menu.

Trigger Authentication

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

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

ZohoCRM.settings.allZohoCRM.users.allZohoCRM.org.allZohoCRM.modules.allZohoCRM.bulk.allZohoCRM.notifications.readZohoCRM.notifications.createZohoCRM.notifications.updateZohoCRM.notifications.deleteZohoCRM.coql.READZohoCRM.functions.execute.READZohoCRM.functions.execute.CREATEZohoCRM.templates.email.READZohoCRM.templates.inventory.READ

About Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

Action

Create Custom Entity on Microsoft Dynamics 365 Sales
Description:Create a custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api)
Version:0.0.1
Key:microsoft_dynamics_365_sales-create-custom-entity

Action Code

import microsoft from "../../microsoft_dynamics_365_sales.app.mjs";
import languageCodes from "../../common/language-codes.mjs";
import pluralize from "pluralize";

export default {
  key: "microsoft_dynamics_365_sales-create-custom-entity",
  name: "Create Custom Entity",
  description: "Create a custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api)",
  version: "0.0.1",
  type: "action",
  props: {
    microsoft,
    solutionId: {
      propDefinition: [
        microsoft,
        "solutionId",
      ],
    },
    displayName: {
      type: "string",
      label: "Display Name",
      description: "The name of the new entity. E.g. `Bank Account`",
    },
    primaryAttribute: {
      type: "string",
      label: "Primary Attribute",
      description: "The primary name attribute of the new entity. E.g. `Account Name`",
    },
    languageCode: {
      type: "integer",
      label: "Language Code",
      description: "The language code to use for the entity",
      options: languageCodes,
      default: 1033,
      optional: true,
    },
    additionalAttributes: {
      type: "object",
      label: "Additional Attributes",
      description: "An array of objects representing attributes to add to the custom entity. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api) for more information about formatting attribute objects",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A description of the new entity",
      optional: true,
    },
    hasActivities: {
      type: "boolean",
      label: "Has Activities",
      description: "Set to `true` if the new entity has activities",
      default: false,
      optional: true,
    },
    hasNotes: {
      type: "boolean",
      label: "Has Notes",
      description: "Set to `true` if the new entity has notes",
      default: false,
      optional: true,
    },
  },
  methods: {
    parseAttributes() {
      return this.additionalAttributes
        ? typeof this.additionalAttributes === "string"
          ? JSON.parse(this.additionalAttributes)
          : this.additionalAttributes
        : [];
    },
    removeSpaces(str) {
      return str.replace(/\s+/g, "");
    },
    buildLocalizedLabelArray(label) {
      return [
        {
          "@odata.type": "Microsoft.Dynamics.CRM.LocalizedLabel",
          "Label": label,
          "LanguageCode": this.languageCode,
        },
      ];
    },
  },
  async run({ $ }) {
    const solution = await this.microsoft.getSolution({
      $,
      solutionId: this.solutionId,
    });

    const { customizationprefix } = await this.microsoft.getPublisher({
      $,
      publisherId: solution._publisherid_value,
    });

    const attributes = this.parseAttributes();

    const { headers } = await this.microsoft.createCustomEntity({
      $,
      returnFullResponse: true,
      headers: {
        "MSCRM.SolutionUniqueName": solution.uniquename,
      },
      data: {
        "@odata.type": "Microsoft.Dynamics.CRM.EntityMetadata",
        "Attributes": [
          {
            "@odata.type": "Microsoft.Dynamics.CRM.StringAttributeMetadata",
            "DisplayName": {
              "@odata.type": "Microsoft.Dynamics.CRM.Label",
              "LocalizedLabels": this.buildLocalizedLabelArray(this.primaryAttribute),
            },
            "IsPrimaryName": true,
            "SchemaName": `${customizationprefix}_${this.removeSpaces(this.primaryAttribute)}`,
            "MaxLength": 100,
            "FormatName": {
              "Value": "Text",
            },
            "RequiredLevel": {
              "Value": "None",
              "CanBeChanged": true,
              "ManagedPropertyLogicalName": "canmodifyrequirementlevelsettings",
            },
          },
          ...attributes,
        ],
        "DisplayName": {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(this.displayName),
        },
        "DisplayCollectionName": {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(pluralize(this.displayName)),
        },
        "Description": this.description && {
          "@odata.type": "Microsoft.Dynamics.CRM.Label",
          "LocalizedLabels": this.buildLocalizedLabelArray(this.description),
        },
        "HasActivities": this.hasActivities,
        "HasNotes": this.hasNotes,
        "SchemaName": `${customizationprefix}_${this.removeSpaces(this.displayName)}`,
        "PrimaryNameAttribute": `${customizationprefix}_${this.removeSpaces(this.primaryAttribute)}`,
        "OwnershipType": "UserOwned",
      },
    });

    const entityId = headers["odata-entityid"].substring(headers["odata-entityid"].lastIndexOf("/") + 1);
    const response = await this.microsoft.getEntity({
      $,
      entityId,
    });

    $.export("$summary", `Successfully created custom entity with ID: ${entityId}`);

    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.

LabelPropTypeDescription
Microsoft Dynamics 365 SalesmicrosoftappThis component uses the Microsoft Dynamics 365 Sales app.
Solution IDsolutionIdstringSelect a value from the drop down menu.
Display NamedisplayNamestring

The name of the new entity. E.g. Bank Account

Primary AttributeprimaryAttributestring

The primary name attribute of the new entity. E.g. Account Name

Language CodelanguageCodeintegerSelect a value from the drop down menu:{ "label": "Afrikaans - South Africa", "value": 1078 }{ "label": "Albanian - Albania", "value": 1052 }{ "label": "Arabic - Algeria", "value": 5121 }{ "label": "Arabic - Bahrain", "value": 15361 }{ "label": "Arabic - Egypt", "value": 3073 }{ "label": "Arabic - Iraq", "value": 2049 }{ "label": "Arabic - Jordan", "value": 11265 }{ "label": "Arabic - Kuwait", "value": 13313 }{ "label": "Arabic - Lebanon", "value": 12289 }{ "label": "Arabic - Libya", "value": 4097 }{ "label": "Arabic - Morocco", "value": 6145 }{ "label": "Arabic - Oman", "value": 8193 }{ "label": "Arabic - Qatar", "value": 16385 }{ "label": "Arabic - Saudi Arabia", "value": 1025 }{ "label": "Arabic - Syria", "value": 10241 }{ "label": "Arabic - Tunisia", "value": 7169 }{ "label": "Arabic - U.A.E.", "value": 14337 }{ "label": "Arabic - Yemen", "value": 9217 }{ "label": "Armenian - Armenia", "value": 1067 }{ "label": "Azeri (Cyrillic) - Azerbaijan", "value": 2092 }{ "label": "Azeri (Latin) - Azerbaijan", "value": 1068 }{ "label": "Basque - Spain", "value": 1069 }{ "label": "Belarusian - Belarus", "value": 1059 }{ "label": "Bulgarian - Bulgaria", "value": 1026 }{ "label": "Catalan - Spain", "value": 1027 }{ "label": "Chinese - Hong Kong S.A.R.", "value": 3076 }{ "label": "Chinese - Macau S.A.R.", "value": 5124 }{ "label": "Chinese - People's Republic of China", "value": 2052 }{ "label": "Chinese - Singapore", "value": 4100 }{ "label": "Chinese - Taiwan", "value": 1028 }{ "label": "Croatian - Croatia", "value": 1050 }{ "label": "Czech - Czech Republic", "value": 1029 }{ "label": "Danish - Denmark", "value": 1030 }{ "label": "Divehi - Maldives", "value": 1125 }{ "label": "Dutch - Belgium", "value": 2067 }{ "label": "Dutch - Netherlands", "value": 1043 }{ "label": "English - Australia", "value": 3081 }{ "label": "English - Belize", "value": 10249 }{ "label": "English - Canada", "value": 4105 }{ "label": "English - Caribbean", "value": 9225 }{ "label": "English - Ireland", "value": 6153 }{ "label": "English - Jamaica", "value": 8201 }{ "label": "English - New Zealand", "value": 5129 }{ "label": "English - Republic of the Philippines", "value": 13321 }{ "label": "English - South Africa", "value": 7177 }{ "label": "English - Trinidad and Tobago", "value": 11273 }{ "label": "English - United Kingdom", "value": 2057 }{ "label": "English - United States", "value": 1033 }{ "label": "English - Zimbabwe", "value": 12297 }{ "label": "Estonian - Estonia", "value": 1061 }{ "label": "Faroese - Faeroe Islands", "value": 1080 }{ "label": "Farsi - Iran", "value": 1065 }{ "label": "Finnish - Finland", "value": 1035 }{ "label": "French - Belgium", "value": 2060 }{ "label": "French - Canada", "value": 3084 }{ "label": "French - France", "value": 1036 }{ "label": "French - Luxembourg", "value": 5132 }{ "label": "French - Monaco", "value": 6156 }{ "label": "French - Switzerland", "value": 4108 }{ "label": "Macedonian - North Macedonia", "value": 1071 }{ "label": "Galician - Spain", "value": 1110 }{ "label": "Georgian - Georgia", "value": 1079 }{ "label": "German - Austria", "value": 3079 }{ "label": "German - Germany", "value": 1031 }{ "label": "German - Liechtenstein", "value": 5127 }{ "label": "German - Luxembourg", "value": 4103 }{ "label": "German - Switzerland", "value": 2055 }{ "label": "Greek - Greece", "value": 1032 }{ "label": "Gujarati - India", "value": 1095 }{ "label": "Hebrew - Israel", "value": 1037 }{ "label": "Hindi - India", "value": 1081 }{ "label": "Hungarian - Hungary", "value": 1038 }{ "label": "Icelandic - Iceland", "value": 1039 }{ "label": "Indonesian - Indonesia", "value": 1057 }{ "label": "Italian - Italy", "value": 1040 }{ "label": "Italian - Switzerland", "value": 2064 }{ "label": "Japanese - Japan", "value": 1041 }{ "label": "Kannada - India", "value": 1099 }{ "label": "Kazakh - Kazakhstan", "value": 1087 }{ "label": "Korean - Korea", "value": 1042 }{ "label": "Latvian - Latvia", "value": 1062 }{ "label": "Lithuanian - Lithuania", "value": 1063 }{ "label": "Malay - Brunei Darussalam", "value": 2110 }{ "label": "Malay - Malaysia", "value": 1086 }{ "label": "Marathi - India", "value": 1102 }{ "label": "Mongolian - Mongolia", "value": 1104 }{ "label": "Norwegian (Bokmål) - Norway", "value": 1044 }{ "label": "Norwegian (Nynorsk) - Norway", "value": 2068 }{ "label": "Polish - Poland", "value": 1045 }{ "label": "Portuguese - Brazil", "value": 1046 }{ "label": "Portuguese - Portugal", "value": 2070 }{ "label": "Punjabi - India", "value": 1094 }{ "label": "Romanian - Romania", "value": 1048 }{ "label": "Russian - Russia", "value": 1049 }{ "label": "Spanish - Spain", "value": 1034 }{ "label": "Spanish - Mexico", "value": 2058 }{ "label": "Spanish - Argentina", "value": 11274 }{ "label": "Spanish - Chile", "value": 13322 }{ "label": "Spanish - Colombia", "value": 9226 }{ "label": "Swahili - Kenya", "value": 1089 }{ "label": "Swedish - Sweden", "value": 1053 }{ "label": "Tamil - India", "value": 1097 }{ "label": "Thai - Thailand", "value": 1054 }{ "label": "Turkish - Turkey", "value": 1055 }{ "label": "Ukrainian - Ukraine", "value": 1058 }{ "label": "Urdu - Pakistan", "value": 1056 }{ "label": "Vietnamese - Vietnam", "value": 1066 }{ "label": "Welsh - United Kingdom", "value": 1106 }
Additional AttributesadditionalAttributesobject

An array of objects representing attributes to add to the custom entity. See the documentation for more information about formatting attribute objects

Descriptiondescriptionstring

A description of the new entity

Has ActivitieshasActivitiesboolean

Set to true if the new entity has activities

Has NoteshasNotesboolean

Set to true if the new entity has notes

Action 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.

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