Connect humanitix and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attendes
New Event
New Order
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use humanitix and Microsoft Dynamics CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendes
Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.
New Event
Triggers when a new event is created in your account.
New Order
Triggers when a new order is made in one of your events. This includes just the high level order information
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
Do thisActions
Action is the task that follows automatically within your humanitix integrations.
Search Event
Search for any current Event by Id.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
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Step by step guides to integrate humanitix and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your humanitix and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in humanitix triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how humanitix 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 humanitix 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 humanitix 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 humanitix
Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.
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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