Create Customer with Microsoft Dynamics 365 Business Central API API on New Item Created from Podio API

Pipedream makes it easy to connect APIs for Microsoft Dynamics 365 Business Central API, Podio and 2,500+ other apps remarkably fast.

Trigger workflow on

New Item Created from the Podio API

Next, do this

Create Customer with the Microsoft Dynamics 365 Business Central API API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Podio 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 Item Created trigger
1. Connect your Podio account
2. Select a Organization ID
3. Select a Space ID
4. Select a App ID
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#

New Item Created on Podio

Description:Emit new events when a new item is created. [See the documentation](https://developers.podio.com/doc/hooks)

Version:0.0.2

Key:podio-new-item-created

View on GitHub

Podio Overview#

The Podio API opens a world of possibilities for managing tasks, projects, and team collaboration with ease. By harnessing the API through Pipedream, you can automate routine operations, synchronize data across different platforms, and craft custom workflows that facilitate real-time project management and enhance productivity. Whether it's updating leads in a CRM, managing a content calendar, or automating project status reports, the Podio API paired with Pipedream's serverless execution model allows for seamless integration with a vast array of services to streamline your work processes.

Trigger Code#

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

export default {
  key: "podio-new-item-created",
  name: "New Item Created",
  description: "Emit new events when a new item is created. [See the documentation](https://developers.podio.com/doc/hooks)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  ...common,
  props: {
    ...common.props,
    orgId: {
      propDefinition: [
        common.props.app,
        "orgId",
      ],
    },
    spaceId: {
      propDefinition: [
        common.props.app,
        "spaceId",
        (configuredProps) => ({
          orgId: configuredProps.orgId,
        }),
      ],
    },
    appId: {
      propDefinition: [
        common.props.app,
        "appId",
        (configuredProps) => ({
          spaceId: configuredProps.spaceId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getMeta(event) {
      return {
        id: event?.body?.item_id,
        ts: Date.now(),
        summary: `New item created (ID:${event?.body?.item_id})`,
      };
    },
    async getData(event) {
      return this.app.getItem({
        itemId: event?.body?.item_id,
      });
    },
    getEvent() {
      return  "item.create";
    },
    getRefType() {
      return  "app";
    },
    getRefId() {
      return  this.appId;
    },
    async loadHistoricalEvents() {
      const { items } = await this.app.filterItems({
        appId: this.appId,
      });
      for (const item of items) {
        this.$emit(
          item,
          this.getMeta({
            body: 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
Podio	`app`	`app`	This component uses the Podio 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.
Organization ID	`orgId`	`string`	Select a value from the drop down menu.
Space ID	`spaceId`	`string`	Select a value from the drop down menu.
App ID	`appId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

global:all

About Podio#

Platform for creating no code solutions and automate workflows

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

More Ways to Connect Microsoft Dynamics 365 Business Central API + Podio#

Other Popular Integrations#

Create Customer with Microsoft Dynamics 365 Business Central API API on New Item Updated Event from Podio API

Podio + Microsoft Dynamics 365 Business Central API

Create Customer with Microsoft Dynamics 365 Business Central API API on New Item Created from Podio API

Pipedream makes it easy to connect APIs for Microsoft Dynamics 365 Business Central API, Podio and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,500+apps by most popular

1
-
24
of
2,500+
apps by most popular