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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 SMS Everyone integrations.
Get campaign status
Check the current status of a campaign.
Cancel an SMS
Cancel a campaign to stop its scheduled SMS messages.
Get delivery status
Check the delivery status of a campaign or message (Delivery receipts)
Get SMS Replies
Get all SMS replies from your account.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate SMS Everyone and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your SMS Everyone and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Everyone triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how SMS Everyone 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 SMS Everyone 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 SMS Everyone 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 SMS Everyone
SMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.
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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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