Connect Graphy and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Learner is created
New Success Transaction
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Graphy and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
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 Graphy integrations.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
Create a Learner
Creates a learner using email ID and Name
Find Product
Find product course/package details by name or ID
Update Course Validity
Update the course validity of the learner.
Find Learner
Find the learner details by name, email, mobile or ID
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Step by step guides to integrate Graphy and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Graphy and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Graphy triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Graphy 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 Graphy 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 Graphy 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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
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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