Intuit acquires itDuzzit

intuit_blue

We are tremendously excited to announce that itDuzzit has joined Intuit and is now part of the Intuit ecosystem.

Intuit’s vision for small business services in the cloud is revolutionary – nothing short of becoming the ubiquitous operating system for small businesses in the cloud. We’re thrilled that itDuzzit is now a fundamental part of making this vision a reality.

We’d like to thank you, our loyal customers and partners, for your enthusiasm, suggestions, and steadfast support over the years. Now, with Intuit, we’ll be able to deliver even more exciting features, connections, and opportunity for you and your customers.

We’re looking forward to the opportunity to bring itDuzzit cloud connectivity to a vastly larger audience. itDuzzit already supports Intuit’s Partner Platform strategy, enabling small business apps to connect to the QBO (QuickBooks Online) platform. Together, we’ll make Intuit’s QBO ecosystem more robust and accessible to developers, partners, and customers.

Over the next several months, we’ll be working to expand itDuzzit feature/functionality and fold it into the Intuit Partner Platform. Our teams are off to a great start working together, and have already laid the foundation for a fully integrated offering. We’ll be following up with you soon with more news about how you’ll be able to take advantage of these new features and opportunities.

More to come…

- Joe, Steve, Derek, and the entire itDuzzit team

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Quick Reference Guide for Connector Builders published

This is a quick note to let you know that we have created a Quick Reference Guide for Connector Builders. This is a condensed two-page document that covers the major patterns of connector-building, how to handle HTTP errors, and also a commonly-used variable and function reference. We hope you find it useful!

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Using the MySQL Connector

It is now possible to work directly with MySQL databases!  This is as simple as going in to to the Connections page and entering your database connection information. One thing you will want to keep in mind is there are also modifications you’ll need to make to the MySQL user to allow connections from itDuzzit.  Currently it’s possible that connections may come from any of the following IP addresses:


54.204.44.22
54.204.44.23
54.204.44.24

In MySQL, you need to grant access to the user to these IP addresses as follows:


GRANT ALL ON *.* to 'user_5891'@'54.204.44.22' IDENTIFIED BY 'passwordhere';
GRANT ALL ON *.* to 'user_5891'@'54.204.44.23' IDENTIFIED BY 'passwordhere';
GRANT ALL ON *.* to 'user_5891'@'54.204.44.24' IDENTIFIED BY 'passwordhere';

Once that’s done, you should be able to do some basic testing by listing out the tables in the database. Go to the MySQL Library, and choose the List Tables connector. You should be able to get a list of the accessible tables in the database if everything is set up correctly.

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Microsoft Dynamics Connectors

Microsoft Dynamics CRM

We are excited to announce several new Microsoft Dynamics CRM connectors that do a lot of heavy lifting!

These connectors allow you to query, add, update and delete any entity, from Accounts to Opportunities, to custom objects in  your CRM instance.  To get started with these, you’ll need to have a live connection to an Microsoft Dynamics CRM instance.

Queries

You can search for data using the Entity List connector.  First, you choose the entity (e.g. Account, Contact, Opportunity, etc.) and then build a list of custom search conditions by adding Criteria Attributes to your query.  You can choose the field(s) you need from drop-down lists.

For faster performance, especially if you won’t need all the fields on your entity returned, you can pick just the ones you want by indicating these on the Include Attributes list.

A list containing one row of the corresponding entity and attributes that match your criteria will be returned.  You can use these rows to feed data to other duzzits, output files, etc.

For a tutorial about how to use this connector, check out this video on our Youtube channel.

 

Adding Data

When you have data that needs to be added to Dynamics, the Entity Add connector is one you reach for.  Again, choose the type of entity you need to work with, and then attribute value pairs for the data you have available.  Required attributes are indicated with a *.  We’re working on some additional enhancements to make it easier to work with Picklists and the like, but if you have questions about the kinds of values that a particular attribute can take you can use Metadata – Entity Attribute duzzit to return a list of information about attributes for an entity.

Performing Updates

Single-updates can be performed by the Entity Update connector.  You need to have the id value of the dynamics entity to work with, which is typically available from most duzzit “Get” or “List” connectors.  It follows the same pattern of specifying attribute-value pairs that you want to update.  Depending on your needs, you can choose to force empty values into Dynamics (depending on the attribute data type), or simply ignore empty values.  Ignoring empty values means that an update is NOT made when a value is blank.

Deleting Data

Finally, you can remove entities from your Dynamics instance using the Entity Delete connector.  Like the Update connector, you need to have the id value of the dynamics entity you want to delete.  Deleting multiple entities at one time is currently not supported.

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Integrate Box with your Cloud Applications

For a growing number of businesses, long gone are the days of shared network drives, FTP, emailing large files, and fragmented local hard drive storage. Cloud storage services like Box provide an easy and secure way for businesses to share, collaborate upon, and archive files in the cloud. For added peace of mind and accessibility, syncing services can automatically sync your local hard drive with your files in the cloud.

If you’re a Box user, itDuzzit can automate integrations to and from Box and your other cloud applications. Here are a couple of examples.

Archive your FreshBooks Invoices on Box

Use itDuzzit to automatically archive PDF invoices from your FreshBooks account to Box. You can choose to archive the invoice at the moment the invoice is created or sent.

Automatically exchange files bewtween Basecamp and Box

Automatically send files to your Basecamp project management application from your Box account. Set up a project management folder in Box and use itDuzzit to watch that folder and automatically send anything that shows up in that folder to Basecamp.

These are just a couple of ways you can use itDuzzit and Box together to save time running your business. To try these yourself, signup for a free itDuzzit account and install the itDuzzit app in your Box account.

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Integrate Olark with Your CRM

Olark is an awesome service that let’s you add live chat to your website. We use it here at itDuzzit, in fact. Olark has built-in integrations with a few applications, but what if you use a CRM that’s not supported? The itDuzzit Cloud-to-Cloud configurator is an easy way to create an integration to send your chat transcripts to your CRM, with absolutely no programming.

Watch this video to see how to integrate Olark with Batchbook.

You can create as many Olark integrations that you need so you can send chat transcripts to your CRM and your help desk system. We’re adding new applications to our connector library all the time so if you don’t see your CRM listed in our Duzzit Library, let us know.

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Webinar: Using Webhooks for Cloud Integration

More and more SaaS vendors are offering webhooks as a way to integrate their applications with other applications.

What is a webhook and how can you benefit? Sign up for our free webinar and we’ll introduce you to the concept of webhooks, explore different implementation styles, and show you how you don’t need to be a developer to take advantage of webhooks using itDuzzit.


Date: Thursday, March 1, 2012
Time: 1:00 PM (US/Central)
Duration: 60 minutes

Register Now

Use itDuzzit to handle webhook notifications from any application that supports webhooks, including:

  • Salesforce
  • Wufoo
  • FreshBooks
  • Zendesk
  • PayPal
  • Formstack
  • FormAssembly
  • ZohoCRM
  • Chargify
  • Shopify
  • Lighthouse
  • Autotask
  • Nexmo
  • Twilio
  • Olark
  • ZohoCreator
  • Unbounce
  • Mailchimp
  • Contactology
  • eBay
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Creating Custom Salesforce Integrations using pre-built Duzzits

This is the third post in a four part series of posts that explain how users can integrate with and extend Salesforce using itDuzzit. Previously, we looked at using pre-built Salesforce duzzits. Now we’ll look at how you can create custom Salesforce integrations using pre-built Salesforce duzzits.

In this post, let’s create a duzzit that retrieves leads created today, and inserts lead data into a google spreadsheet. To get started, we’ll click “Create a Duzzit”:

We’ll just create a blank duzzit, so click “Next”:

Let’s name the duzzit “Salesforce Lead to Google Spreadsheet”, and create it:

Now we’ll edit the new duzzit. In the first step, we’ll click on “(add a do)”, which allows us to choose from a large selection of possible actions:

Since we want to get Salesforce leads, we’ll click on Salesforce, and then scroll down to choose “Salesforce Lookup Leads”. This is the same lead lookup duzzit that we ran directly in the previous post, but in this case, we’re having our custom duzzit run it. Now we need to configure how it will be run:

For the purposes of this example, we only care about leads that have been created today. As you may recall, the “Salesforce Lookup Leads” duzzit takes a date string formatted as yyyy-mm-dd (e.g. 2011-10-24). For convenience, we can click on “select value” next to the “created after” input, and use the value picker to select an appropriate date value:

There are a lot of date value choices, so we’ll have to scroll down a fairly far to get to the formatted date section:

We’ll select the appropriate format. The “created after” input now is set:

Now we’ll save the configuration by clicking on “accept”. The outputs from the “Salesforce Lookup Leads” duzzit are now displayed as inputs on the left”:

In the next few steps, we’ll be using duzzits that create and insert data into a Google spreadsheet. In order to do this, you’ll need to have a Google account and will need to add authentication to Google spreadsheets for your itDuzzit account. First, let’s call a duzzit to create a spreadsheet. We’ll do this by dropping a “Do” into the step, clicking on “Google”, and choosing the “Create New Spreadsheet” duzzit:

Here we’ve named the new spreadsheet “Leads”, and have indicated the columns that will be created in the spreadsheet.

Next, we’ll add a Loop step (dragging a loop from the “more…” menu):

We’ll loop through leads. To configure this, drag the “leads” input (under SalesforceLeads on the left) onto (select value). Now the loop looks like this:

Within the loop, we’ll add a step (drag a step into the loop), and add a “Do” within the step. For this “Do”, we’ll select the “Google Spreadsheets – Add Row” duzzit:

In this example, we’ve filled in the name of the spreadsheet, the key for the spreadsheet (which was returned when the spreadsheet was created), and column names / values for first name, last name, and title.

Now let’s run the duzzit. (From the edit screen, clicking on “Do It” brings up the duzzit run screen, and here you can click on “Do It Now”). If everything has been configured correctly, you should now have a Google spreadsheet named leads that looks something like this:

This example just scratches the surface of what can be done to quickly connect Salesforce with virtually any other application that provides web service APIs.

In the next post, we’ll look at how to create connectors for Salesforce objects (which you’ll need to do if you want to work with custom objects), and how to use SOQL within itDuzzit.

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