Connect Notifyre SMS 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 Event
Triggers when a new event occurs in Notifyre SMS, such as SMS sent, SMS received, fax sent, or fax received.
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
Do thisActions
Action is the task that follows automatically within your Notifyre SMS integrations.
Send SMS
Sends an SMS message to a specified phone number.
Create Contact
Create an address book contact.
Create a Group
Create an address book group.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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Step by step guides to integrate Notifyre SMS and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Notifyre SMS and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Notifyre SMS triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Notifyre SMS 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 Notifyre SMS 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 Notifyre SMS 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 Notifyre SMS
Notifyre SMS is a robust communication platform that enables businesses to send and receive SMS messages efficiently. It offers seamless integration for streamlined messaging, ensuring reliable and secure communication with customers.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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