Create Customer with WooCommerce API on Account Ownership Changed from Microsoft Dynamics 365 Sales API

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Account Ownership Changed from the Microsoft Dynamics 365 Sales API

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Create Customer with the WooCommerce API

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Getting Started#

This integration creates a workflow with a Microsoft Dynamics 365 Sales trigger and WooCommerce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Account Ownership Changed trigger
1. Connect your Microsoft Dynamics 365 Sales account
2. Configure timer
Configure the Create Customer action
1. Connect your WooCommerce account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Username
6. Optional- Configure Password
7. Optional- Configure Is Paying Customer
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#

Account Ownership Changed on Microsoft Dynamics 365 Sales

Description:Emit new event when the ownership of an account changes.

Version:0.0.1

Key:microsoft_dynamics_365_sales-account-ownership-changed

View on GitHub

Trigger Code#

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

export default {
  ...common,
  key: "microsoft_dynamics_365_sales-account-ownership-changed",
  name: "Account Ownership Changed",
  description: "Emit new event when the ownership of an account changes.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getOwnershipIds() {
      return this.db.get("ownershipIds") || {};
    },
    _setOwnershipIds(ownershipIds) {
      this.db.set("ownershipIds", ownershipIds);
    },
    getResourceFn() {
      return this.microsoftDynamics365Sales.listAccounts;
    },
    getArgs() {
      return {
        params: {
          "$orderby": "modifiedon desc",
        },
      };
    },
    getTsField() {
      return "modifiedon";
    },
    getRelevantResults(results) {
      const ownershipIds = this._getOwnershipIds();
      const relevantResults = [];
      for (const result of results) {
        if (ownershipIds[result.accountid] !== result._ownerid_value) {
          if (ownershipIds[result.accountid]) {
            relevantResults.push(result);
          }
          ownershipIds[result.accountid] = result._ownerid_value;
        }
      }
      this._setOwnershipIds(ownershipIds);
      return relevantResults;
    },
    generateMeta(account) {
      const ts = Date.parse(account.modifiedon);
      return {
        id: `${account.accountid}${ts}`,
        summary: `Account Ownership Changed: ${account.name}`,
        ts,
      };
    },
  },
};

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
Microsoft Dynamics 365 Sales	`microsoftDynamics365Sales`	`app`	This component uses the Microsoft Dynamics 365 Sales app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger 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.

Action#

Create Customer on WooCommerce

Description:Creates a new customer. [See the docs](https://woocommerce.github.io/woocommerce-rest-api-docs/?javascript#create-a-customer)

Version:0.0.2

Key:woocommerce-create-customer

View on GitHub

WooCommerce Overview#

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Action Code#

import woocommerce from "../../woocommerce.app.mjs";

export default {
  key: "woocommerce-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the docs](https://woocommerce.github.io/woocommerce-rest-api-docs/?javascript#create-a-customer)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    woocommerce,
    email: {
      propDefinition: [
        woocommerce,
        "email",
      ],
      description: "The email address for the customer.",
      optional: false,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Customer first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Customer last name.",
      optional: true,
    },
    username: {
      type: "string",
      label: "Username",
      description: "Customer login name.",
      optional: true,
    },
    password: {
      type: "string",
      label: "Password",
      description: "Customer password.",
      optional: true,
    },
    isPayingCustomer: {
      type: "boolean",
      label: "Is Paying Customer",
      description: "Is the customer a paying customer?",
      optional: true,
    },
  },
  methods: {
    createCustomer(data) {
      return this.woocommerce.postResource("customers", data);
    },
  },
  async run({ $ }) {
    const {
      email,
      firstName,
      lastName,
      username,
      password,
      isPayingCustomer,
    } = this;

    const res = await this.createCustomer({
      email,
      first_name: firstName,
      last_name: lastName,
      username,
      password,
      is_paying_customer: isPayingCustomer,
    });

    $.export("$summary", `Successfully created customer ID: ${res.id}`);

    return res;
  },
};

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
WooCommerce	`woocommerce`	`app`	This component uses the WooCommerce app.
Email	`email`	`string`	The email address for the customer.
First Name	`firstName`	`string`	Customer first name.
Last Name	`lastName`	`string`	Customer last name.
Username	`username`	`string`	Customer login name.
Password	`password`	`string`	Customer password.
Is Paying Customer	`isPayingCustomer`	`boolean`	Is the customer a paying customer?

Action Authentication#

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

About WooCommerce#

WooCommerce is the open-source ecommerce platform for WordPress.

More Ways to Connect WooCommerce + Microsoft Dynamics 365 Sales#

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Pipedream makes it easy to connect APIs for WooCommerce, Microsoft Dynamics 365 Sales and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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