Connect AITable.ai and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
New Form
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use AITable.ai and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Triggers when a new record is created in the datasheet.
New Form
Triggers when a form is submitted and 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
Do thisActions
Action is the task that follows automatically within your AITable.ai integrations.
Create a New Record
Create a new record in datasheet.
Delete a Record
Delete a record from a datasheet by its record ID
Get all Fields
Get all fields of a datasheet
Create a Datasheet
Create a Datasheet in an space
Update a Record
Update details of a Record
Create Account
Creates a new account
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Step by step guides to integrate AITable.ai and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your AITable.ai and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AITable.ai triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how AITable.ai 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 AITable.ai 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 AITable.ai 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 AITable.ai
AITable.ai offers automation and AI-powered solutions to enhance table management and data analysis for businesses, aiming to streamline operations and improve decision-making.
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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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