
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order

Automatically do this!
Deactivate Employee
List leave types
List All Employee Salary Details
List Employee Documents
List document types
List All Attendance Records
List all Employees
Log employee clock-in and clock-out
Create Leave Request
Update Employee Personal Details
Add New Employee
List All Leave Balances
List All Departments
List All Job Titles
List All Locations
List All Group Types
List All Groups
List All Capture Schemes
List of Review Groups
List of Time Frames
List User Leave Requests
List of Review Cycles
List of Employee Reviews
List of Holidays
List of All Currencies
List All Notice Periods
List All Contingent Types
List of Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all trackingpolicies
List all weeklyoff policies
List all holidays Calendar
List all Employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
List of Payroll Registers
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
List of Financial Details for All Employees
List all Salary Structures
List Employee Form 16
List all banks
List Attachment Download Url
List clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List expense policies
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Dynamics CRM and Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in Keka (or vice versa).
Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics CRM and Keka 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 Microsoft Dynamics CRM and Keka. 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.
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn MoreKeka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
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