API Reference
Actions Reference
- POSTMicrosoft Dynamics Create Record Opportunity
- POSTMicrosoft Dynamics Create Record Account
- POSTMicrosoft Dynamics Create Record Contact
- POSTMicrosoft Dynamics Create Record Lead
- POSTMicrosoft Dynamics Create Record Call
- POSTMicrosoft Dynamics Create Record Meeting
- POSTMicrosoft Dynamics Create Record Task
- POSTMicrosoft Dynamics Create Record Note
- POSTMicrosoft Dynamics Create Record Any
- POSTMicrosoft Dynamics Update Record Opportunity
- POSTMicrosoft Dynamics Update Record Account
- POSTMicrosoft Dynamics Update Record Contact
- POSTMicrosoft Dynamics Update Record Lead
- POSTMicrosoft Dynamics Update Record Call
- POSTMicrosoft Dynamics Update Record Meeting
- POSTMicrosoft Dynamics Update Record Task
- POSTMicrosoft Dynamics Update Record Note
- POSTMicrosoft Dynamics Update Record Any
- POSTMicrosoft Dynamics Get Record By ID Opportunity
- POSTMicrosoft Dynamics Get Record By ID Account
- POSTMicrosoft Dynamics Get Record By ID Contact
- POSTMicrosoft Dynamics Get Record By ID Lead
- POSTMicrosoft Dynamics Get Record By ID Call
- POSTMicrosoft Dynamics Get Record By ID Meeting
- POSTMicrosoft Dynamics Get Record By ID Task
- POSTMicrosoft Dynamics Get Record By ID Note
- POSTMicrosoft Dynamics Get Record By ID Any
- POSTMicrosoft Dynamics Search Records Opportunity
- POSTMicrosoft Dynamics Search Records Account
- POSTMicrosoft Dynamics Search Records Contact
- POSTMicrosoft Dynamics Search Records Lead
- POSTMicrosoft Dynamics Search Records Call
- POSTMicrosoft Dynamics Search Records Meeting
- POSTMicrosoft Dynamics Search Records Task
- POSTMicrosoft Dynamics Search Records Note
- POSTMicrosoft Dynamics Search Records Any
- POSTMicrosoft Dynamics Delete Record Opportunity
- POSTMicrosoft Dynamics Delete Record Account
- POSTMicrosoft Dynamics Delete Record Contact
- POSTMicrosoft Dynamics Delete Record Lead
- POSTMicrosoft Dynamics Delete Record Call
- POSTMicrosoft Dynamics Delete Record Meeting
- POSTMicrosoft Dynamics Delete Record Task
- POSTMicrosoft Dynamics Delete Record Note
- POSTMicrosoft Dynamics Delete Record Any
- POSTMicrosoft Dynamics Describe Action Schema
- POST
curl --request POST \
--url 'https://actionkit.useparagon.com/projects/{project_id}/actions/#MICROSOFT_DYNAMICS_UPDATE_RECORD_OPPORTUNITY' \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"action": "MICROSOFT_DYNAMICS_UPDATE_RECORD_OPPORTUNITY",
"parameters": {
"entityId": "<string>",
"name": "<string>",
"customerid": "<string>",
"salesstagecode": "<string>",
"estimatedclosedate": "<string>",
"actualclosedate": "<string>",
"estimatedvalue": "<string>",
"description": "<string>",
"ownerid": "<string>",
"transactioncurrencyid": "<string>",
"additionalFields": "<string>"
}
}
'Microsoft Dynamics Update Record Opportunity
curl --request POST \
--url 'https://actionkit.useparagon.com/projects/{project_id}/actions/#MICROSOFT_DYNAMICS_UPDATE_RECORD_OPPORTUNITY' \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"action": "MICROSOFT_DYNAMICS_UPDATE_RECORD_OPPORTUNITY",
"parameters": {
"entityId": "<string>",
"name": "<string>",
"customerid": "<string>",
"salesstagecode": "<string>",
"estimatedclosedate": "<string>",
"actualclosedate": "<string>",
"estimatedvalue": "<string>",
"description": "<string>",
"ownerid": "<string>",
"transactioncurrencyid": "<string>",
"additionalFields": "<string>"
}
}
'Authorizations
Your Paragon User Token (JWT), which you can generate using your project's signing keys.
Path Parameters
Your Paragon Project ID. You can copy your Project ID from your dashboard URL or by clicking Copy Project ID under the Environment switcher.
Body
Show child attributes
Show child attributes
Opportunity ID : The ID of the Opportunity to update.
Name : A subject or descriptive name, such as the expected order or company name, for the Opportunity.
Potential Customer ID : Select an account or contact to associate with this Opportunity. (example: "{{settings.customerID}}")
Process Stage : Use Connect Portal Workflow Settings to allow users to select a Process Stage. (example: "{{settings.processStage}}")
Estimated Close Date : The expected closing date of the Opportunity.
Actual Close Date : The date and time when the Opportunity was closed or canceled.
Est. Revenue : The estimated revenue amount to indicate the potential sale or value of the opportunity for revenue forecasting.
Description : Additional information to describe the Opportunity, such as possible products to sell or past purchases from the customer.
Owner ID : The Dynamics 365 user or team assigned to this Opportunity. Use Connect Portal Workflow Settings to allow users to select an Owner (Team or User). (example: "{{settings.ownerID}}")
Transaction Currency : Choose the local currency for the Opportunity. Use Connect Portal Workflow Settings to allow users to select a Transaction Currency, or the first available will be used as a default. (example: "{{settings.transactionCurrency}}")
Additional Fields : Specify any other fields that should be updated in JSON below. Use Connect Portal Workflow Settings to allow users to select which Fields to update. (example: "{ "address2_city": "Los Angeles", "address2_stateorprovince": "CA", "address2_country": "United States", "address2_line1": "1700 Sawtelle Blvd", "[email protected]": "/contacts(00000000- 0000-0000-0000-000000000001)", }")
Response
Success
Was this page helpful?