Connect 0codekit and Microsoft Dynamics CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your 0codekit integrations.
Add pages to PDF
Insert one or more pages into an existing PDF file.
Extract Structured Data From Text
Extract age, job title, company, and other custom fields from any text.
Find Best Fuzzy Match
Find closest matches for a query in a list using AI.
Redact Sensitive Data from PDF
Redact names, addresses, and other confidential data in a PDF and return a redacted file or URL.
Blur Image
Blur an image from a URL or image data and set blur strength.
Calculate BMI
Calculate a person's BMI, BMI classification, ideal body weight, daily calorie needs, and nutrient recommendations.
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Step by step guides to integrate 0codekit and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your 0codekit and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in 0codekit triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how 0codekit data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between 0codekit and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between 0codekit and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About 0codekit
0codekit is a versatile platform designed to streamline the development process by providing a suite of tools for coding, debugging, and deployment. Ideal for developers seeking efficiency and precision in their projects.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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