Create Customer with Microsoft Dynamics 365 Business Central API API on Contact Updated from HubSpot API

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Trigger workflow on

Contact Updated from the HubSpot API

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Create Customer with the Microsoft Dynamics 365 Business Central API API

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Getting Started#

This integration creates a workflow with a HubSpot 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 Contact Updated trigger
1. Connect your HubSpot account
2. Configure timer
3. Optional- Select one or more Contact Properties
Configure the Create Customer action
1. Connect your Microsoft Dynamics 365 Business Central API account
2. Select a Company ID
3. Configure Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Configure Street Address
7. Optional- Configure City
8. Optional- Configure State
9. Optional- Configure Postal Code
10. 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#

Contact Updated on HubSpot

Description:Emit new event each time a contact is updated.

Version:0.1.1

Key:hubspot-contact-updated

View on GitHub

Contact Updated Overview#

Use this source to trigger a workflow each time a contact is updated in Hubspot.

Trigger Code#

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

export default {
  ...common,
  key: "hubspot-contact-updated",
  name: "Contact Updated",
  description: "Emit new event each time a contact is updated.",
  version: "0.1.1",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    properties: {
      propDefinition: [
        common.props.hubspot,
        "contactProperties",
      ],
    },
  },
  methods: {
    ...common.methods,
    getTs(contact) {
      return Date.parse(contact.updatedAt);
    },
    generateMeta(contact) {
      const {
        id,
        properties,
      } = contact;
      const ts = this.getTs(contact);
      return {
        id: `${id}${ts}`,
        summary: `${properties.firstname} ${properties.lastname}`,
        ts,
      };
    },
    isRelevant(contact, updatedAfter) {
      return this.getTs(contact) > updatedAfter;
    },
    getParams() {
      return {
        limit: 100,
        sorts: [
          {
            propertyName: "lastmodifieddate",
            direction: "DESCENDING",
          },
        ],
        properties: this.properties,
        object: "contacts",
      };
    },
    async processResults(after, params) {
      await this.searchCRM(params, after);
    },
  },
};

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
HubSpot	`hubspot`	`app`	This component uses the HubSpot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Contact Properties	`properties`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

business-intelligencecrm.lists.readcrm.lists.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.quotes.readcrm.objects.quotes.writecrm.objects.owners.readcrm.schemas.companies.readcrm.schemas.companies.writecrm.schemas.contacts.readcrm.schemas.contacts.writecrm.schemas.deals.readcrm.schemas.deals.writecrm.schemas.quotes.readconversations.readcrm.importfilesformsforms-uploaded-filesintegration-syncoauthtimeline

About HubSpot#

HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.

Action#

Create Customer on Microsoft Dynamics 365 Business Central API

Description:Creates a new customer. [See the documentation](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/api/dynamics_customer_create)

Version:0.0.1

Key:dynamics_365_business_central_api-create-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";

export default {
  key: "dynamics_365_business_central_api-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the documentation](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/api/dynamics_customer_create)",
  version: "0.0.1",
  type: "action",
  props: {
    dynamics,
    companyId: {
      propDefinition: [
        dynamics,
        "companyId",
      ],
    },
    name: {
      propDefinition: [
        dynamics,
        "name",
      ],
    },
    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",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.dynamics.createCustomer({
      $,
      companyId: this.companyId,
      data: {
        displayName: this.name,
        phoneNumber: this.phone,
        email: this.email,
        address: {
          street: this.address,
          city: this.city,
          state: this.state,
          countryLetterCode: this.coutry,
          postalCode: this.postalCode,
        },
      },
    });
    $.export("$summary", `Successfully created customer with ID ${response.id}`);
    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.
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

About Microsoft Dynamics 365 Business Central API#

Run your entire business with a single solution

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Pipedream makes it easy to connect APIs for Microsoft Dynamics 365 Business Central API, HubSpot 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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