Connect Discord 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 Discord integrations.
Send Message on Channel
Sends a new message to a specified channel.
Rename Channel
Rename a channel to a specific name.
Find Channel
Find a channel by name in a server
Find User
Find a user by name
Get Guild Templates
Get a list of guild templates.
Get All Channels
Get every channel in a server
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Step by step guides to integrate Discord and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Discord and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Discord triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Discord 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 Discord 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 Discord 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 Discord
Discord is a popular communication platform designed for creating communities. It offers voice, video, and text chat options, making it ideal for gamers, educators, and various online communities to connect and collaborate.
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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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