Get Form Submissions with Jotform API on Opportunity Close Date Updated from Microsoft Dynamics 365 Sales API

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Opportunity Close Date Updated from the Microsoft Dynamics 365 Sales API

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Getting Started#

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

Select this integration
Configure the Opportunity Close Date Updated trigger
1. Connect your Microsoft Dynamics 365 Sales account
2. Configure timer
Configure the Get Form Submissions action
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
4. Configure Max Items
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#

Opportunity Close Date Updated on Microsoft Dynamics 365 Sales

Description:Emit new event when the estimated close date of an opportunity is updated.

Version:0.0.3

Key:microsoft_dynamics_365_sales-opportunity-close-date-updated

View on GitHub

Trigger Code#

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

export default {
  ...common,
  key: "microsoft_dynamics_365_sales-opportunity-close-date-updated",
  name: "Opportunity Close Date Updated",
  description: "Emit new event when the estimated close date of an opportunity is updated.",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getCloseDates() {
      return this.db.get("closeDates") || {};
    },
    _setCloseDates(closeDates) {
      this.db.set("closeDates", closeDates);
    },
    getResourceFn() {
      return this.microsoftDynamics365Sales.listOpportunities;
    },
    getArgs() {
      return {
        params: {
          "$orderby": "modifiedon desc",
        },
      };
    },
    getTsField() {
      return "modifiedon";
    },
    getRelevantResults(results) {
      const closeDates = this._getCloseDates();
      const relevantResults = [];
      for (const result of results) {
        if (closeDates[result.opportunityid] !== result.estimatedclosedate) {
          if (closeDates[result.opportunityid]) {
            relevantResults.push(result);
          }
          closeDates[result.opportunityid] = result.estimatedclosedate;
        }
      }
      this._setCloseDates(closeDates);
      return relevantResults;
    },
    generateMeta(opportunity) {
      const ts = Date.parse(opportunity.modifiedon);
      return {
        id: `${opportunity.opportunityid}${ts}`,
        summary: `Opportunity Close Date Updated: ${opportunity.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#

Get Form Submissions on Jotform

Description:Gets a list of form responses [See the docs here](https://api.jotform.com/docs/#form-id-submissions)

Version:0.1.5

Key:jotform-get-form-submissions

View on GitHub

Jotform Overview#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Action Code#

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

export default {
  ...common,
  key: "jotform-get-form-submissions",
  name: "Get Form Submissions",
  description: "Gets a list of form responses [See the docs here](https://api.jotform.com/docs/#form-id-submissions)",
  version: "0.1.5",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    ...common.props,
    teamId: {
      propDefinition: [
        common.props.jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        common.props.jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
    },
    max: {
      propDefinition: [
        common.props.jotform,
        "max",
      ],
    },
  },
  async run({ $ }) {
    const params = {
      $,
      max: this.max,
      formId: this.formId,
      teamId: this.teamId,
    };
    const submissions = await this.paginate(this.jotform.getFormSubmissions.bind(this), params);
    const results = [];
    for await (const submission of submissions) {
      results.push(submission);
    }
    $.export("$summary", `Successfully retrieved ${results.length} form submission${results.length === 1
      ? "s"
      : ""}`);
    return results;
  },
};

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
Jotform	`jotform`	`app`	This component uses the Jotform app.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select a value from the drop down menu.
Max Items	`max`	`integer`	Maximum number of items to return

Action Authentication#

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

About Jotform#

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

More Ways to Connect Jotform + Microsoft Dynamics 365 Sales#

Other Popular Integrations#

Create Custom Entity with Microsoft Dynamics 365 Sales API on New Submission (Instant) from Jotform API

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Get Form Submissions with Jotform API on Opportunity Close Date Updated from Microsoft Dynamics 365 Sales API

Pipedream makes it easy to connect APIs for Jotform, 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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