Need to set an API integration between CRM & ERP - than take a look at this example we've prepared based on MYOB Exo and Pipedrive .

In this example we'll show you how to create a simple integration between MYOB Exo and Pipedrive using c-534.io platform.

This integration will add one Contact in MYOB Exo when a new Person will be created in Pipedrive.

In order to create this integration on your c-534.io account you'll need to create one Microservice in c-534.io. If you want to know what a Microservice is please go ahead and read about it on our wiki page!

What you'll need to proceed:

• c-534.io account (you can sign up for a free trial)
• MYOB Exo API access (currently this tutorial will work only with on-premise MYOB Exo installations)
• Pipedrive account (you can sign up for a free trial)

Let's start!

From MYOB Exo you will need:

• MYOB Exo API url
• MYOB Exo API token
• user name and password for the user with allowed API access

Prepare all of these information, you will need this later.

If you need help on how to setup MYOB Exo for API access please refer to the MYOB documentation: MYOB EXO Business Services.

Now you have everything what's needed from MYOB Exo.

To get started with this integration you will need to create one Microservice in c-534.io.

Here's how to do that:

1. Import a ready Microservice code from our GitHub repository to your c-534.io account just by clicking this link. This Microservice task will be to create new Contact in MYOB Exo when new Person would be created in Pipedrive. Fill below all the data you obtained during MYOB Exo setup (as outlined by the green box):
2. Click "Save".
3. After clicking the "Save" button the url in your browsers' bar will be updated with url of newly created Microservice. You will need the last part of this url (it's called "urlsafe"), e.g.:

https://app.c534.io/microservice/config/YOU_WILL_NEED_THIS_PART

Copy your urlsafe for later use. It will be needed during Pipedrive setup.

Now you are all set in c-534.io!

In Pipedrive you will need to setup a notification to c-534.io for an event when a new Person is added in Pipedrive. So let's get started!

1. Go to your Pipedrive settings page.
2. Choose "Push notifications" from the left panel.
   
3. Click "Create new notification".
4. In the field "URL" paste this prepared URL:

http://app.c-534.io/rest-json/HERE_URLSAFE_WHICH_YOU_OBTAINED_DURING_C-534_SETUP

5. In the field "Events" paste this event type:

6. Click "Save"

Now you have everything configured in Pipedrive!

Now you can create a new Person in Pipedrive, in a matter of couple of seconds you should see a new Contact created in MYOB Exo. If something went wrong don't hesitate and contact us. We will be glad to give you a hand!