Create Customer with Microsoft Dynamics 365 Business Central API API on New Module Entry (Instant) from Zoho CRM API

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New Module Entry (Instant) from the Zoho CRM 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 Zoho CRM 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 Module Entry (Instant) trigger
1. Connect your Zoho CRM account
2. Configure Subscription Renewal Timer
3. Select a Module
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 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

View on GitHub

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.

Label	Prop	Type	Description
Zoho CRM	`zohoCrm`	`app`	This component uses the Zoho CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Subscription Renewal Timer	`timer`	`$.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.
Module	`moduleInfo`	`string`	Select 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 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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Create Customer with Microsoft Dynamics 365 Business Central API API on New Module Entry (Instant) from Zoho CRM API

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