Connect ikas and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order
New Product
New Customer
Order Updated
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use ikas and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger's when new order is created.
New Product
Trigger's when new product is created.
New Customer
Trigger's when new customer is created.
Order Updated
Triggered when an existing order is updated in Ikas; provides the updated order details.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
Do thisActions
Action is the task that follows automatically within your ikas integrations.
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
Create Order
Creates a new order
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Step by step guides to integrate ikas and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your ikas and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how ikas 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 ikas 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 ikas 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 ikas
Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.
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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