Connect Baseten 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 Secret Created
Triggers when a new Secret is created in Baseten
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 Baseten integrations.
Create Training Project
Create a new Baseten training project with a unique name.
List Training Projects
Retrieve all Baseten training projects, returning each project's id, name, creation/update timestamps, and team.
Create Secret
Create a new secret with a name and value.
List all Secrets
Retrieve all secrets stored in your Baseten account.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate Baseten and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Baseten and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Baseten triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Baseten 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 Baseten 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 Baseten 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 Baseten
Baseten is a platform that empowers developers to build, deploy, and manage machine learning models with ease. It provides tools for integrating AI capabilities into applications, streamlining the process from model creation to deployment.
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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