Create Customer with Microsoft Dynamics 365 Business Central API API on New Person Added from Outseta API

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Trigger workflow on

New Person Added from the Outseta 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 Outseta 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 Person Added trigger
1. Connect your Outseta account
2. Configure timer
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 Person Added on Outseta

Description:Emit new event when a person is added. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#68021219-0038-0214-2df5-d4a781cdbdf2)

Version:0.0.1

Key:outseta-new-person

View on GitHub

Outseta Overview#

The Outseta API provides a versatile set of endpoints for interacting with a company's CRM, subscription billing, customer support, and email marketing functionalities. With this API on Pipedream, you can automate tasks, synchronize data across platforms, and build powerful workflows that cater to various aspects of SaaS business operations. Pipedream's serverless execution model enables integrating Outseta's services with numerous other apps without managing infrastructure, focusing on logic and efficiency.

Trigger Code#

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

export default {
  ...base,
  key: "outseta-new-person",
  name: "New Person Added",
  description: "Emit new event when a person is added. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#68021219-0038-0214-2df5-d4a781cdbdf2)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    listingFn($) {
      return this.app.getAllPeople({
        $,
        limit: 100,
        params: {
          orderBy: "Created+DESC",
        },
      });
    },
    getMeta(item) {
      return {
        id: item.Uid,
        summary: `New Person - ${item.Email}`,
        ts: new Date(item.Created),
      };
    },
  },
};

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
Outseta	`app`	`app`	This component uses the Outseta app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Outseta uses API keys for authentication. When you connect your Outseta account, Pipedream securely stores the keys so you can easily authenticate to Outseta APIs in both code and no-code steps.

To retrieve your API Keys,

Navigate to your Outseta account and sign in
Go to “Settings” > “Integrations” > “API Keys”

Your domain is 1234 if your Outseta dashboard URL is https://1234.outseta.com/#/app/dashboard

About Outseta#

A better way to launch your SaaS start-up, membership site, or online community.

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