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Documentation Index

Fetch the complete documentation index at: https://docs.useparagon.com/llms.txt

Use this file to discover all available pages before exploring further.

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Subscribe

Send this request body to Subscribe to a Trigger to start listening for this event on behalf of your user:
Subscribe Request
POST https://actionkit.useparagon.com/projects/{project_id}/trigger-subscriptions

Authorization: Bearer {Paragon User Token}
Content-Type: application/json

{
  "integration": "microsoftDynamics",
  "type": "MICROSOFT_DYNAMICS_TRIGGER_RECORD_CREATED",
  "parameters": {
    "mdEntity": "Opportunity",
    "filterFormula": {
      "operator": "OR",
      "conditions": [
        {
          "operator": "AND",
          "conditions": [
            {
              "field": "name",
              "operator": "$stringExactlyMatches",
              "value": "example-value"
            }
          ]
        }
      ]
    }
  }
}
Configuration options:
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mdEntity
ENUM
required
Choose an entity
  • Allowed values: Opportunity (Opportunity), Account (Account), Contact (Contact), Lead (Lead), Call (Call), Meeting (Meeting), Task (Task), Note (Note), Custom Entity (<specified by entity property>)
  • Options can be loaded by using the cachedCustomEntities key. Learn more in User Configuration.
Additional options when this parameter is set to Opportunity.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: name, customerid, salesstagecode, estimatedclosedate, actualclosedate, estimatedvalue, description, _ownerid_value, transactioncurrencyid
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Account.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: name, _ownerid_value, websiteurl, telephone1, description
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Contact.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: firstname, lastname, emailaddress1, telephone1, jobtitle, description
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Lead.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: subject, firstname, lastname, emailaddress1, telephone1, websiteurl, jobtitle, salesstagecode, description
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Call.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: subject, directioncode, _regardingobjectid_value, phonenumber, actualdurationminutes, description, scheduledend, prioritycode
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Meeting.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: subject, scheduledstart, scheduledend, _regardingobjectid_value, location, description, prioritycode
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Task.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: subject, _regardingobjectid_value, scheduledend, _ownerid_value, prioritycode, description
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to Note.
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields: _objectid_value, subject, notetext
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse
Additional options when this parameter is set to <specified by entity property>.
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customMdEntityName
TEXTAREA
required
The Entity Set Name of the Object. Use Connect Portal Workflow Settings to allow users to select a Custom Object.
  • Example value: entitysetname
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filterFormula
CONDITIONAL
Search for records that match specified filters.
  • Supported filter fields are loaded from cachedFields after selecting mdEntity.
  • Supported operators: $stringExactlyMatches, $stringDoesNotExactlyMatch, $stringContains, $numberLessThan, $dateTimeBefore, $numberEquals, $dateTimeEquals, $numberGreaterThan, $dateTimeAfter, $numberDoesNotEqual, $numberGreaterThanOrEqualTo, $numberLessThanOrEqualTo, $booleanTrue, $booleanFalse