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- TemplatesLibrary of Automation Workflows
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Microsoft Dynamics CRM
Create integrations between Microsoft Dynamics CRM and your favorite App
Create effective Microsoft Dynamics CRM automations in minutes by using pre-made templates that are customized for your needs
Select Any App to connect with Microsoft Dynamics CRM
Microsoft Dynamics CRM
uplisting
Uplisting is a platform for short-term rental property managers to optimise bookings and manage operations across multiple channels and multiple people.
upilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
upfluence
Upfluence is an influencer platform that lets you identify organic influencers in your own customer base & website audience. Collect social data when visitors are browsing your site or during checkout and analyze their social data.
updatercloud
UpdaterCloud is a fast and flexible way to integrate web updates support with optional license key authorization to your free or premium web applications.
upcall
Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.
universell
Scale your business faster, minus heavy resources. Fully managed tools & services helping you reach more customers, get paid easily, and scale & grow your business without any additional investment in staff and systems.
uniqode
Uniqode’s QR Codes and digital business cards help businesses worldwide build direct relationships, grow revenue, and acquire relevant data
unicorn platform
Unicorn Platform is a drag & drop website and blog builder for startups, mobile apps, and SaaS.
underdog protocol
Underdog Protocol helps you integrate web3 into your product or workflow
unaconnect
UnaConnect is a simple way to manage and receive data from a large fleet of IoT devices cost-efficiently via a console and an API.
ujoin
Send Twitter, Email, Click to Call, and Video messages to city/county councilors, state/federal legislators, department heads, and other decision-makers for U.S. and Canada. Track legislative bills and display them on your own website.
Udemy for Business
Udemy for Business API Courses & Reporting APIs: https://business.udemy.com
Actions and Triggers
When this happensTriggers
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
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
Real-World Use Cases of Microsoft Dynamics CRM Integrations
See how Microsoft Dynamics CRM integrates with popular apps to automate tasks and streamline your workflow.
- Integrate microsoft-dynamics-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and microsoft-dynamics-crm databases.
- Integrate microsoft-dynamics-crm with MySQL to automatically sync records, facilitating seamless data exchange between microsoft-dynamics-crm and your SQL databases.
Watch Integrations In Action
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently asked questions
- How do you map data in viaSocket workflows?
- Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
- How does viaSocket handle errors or exceptions in automated workflows?
- viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
- Is it possible to customize automated workflows according to my business needs?
- Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
- What happens if one of the connected apps changes its API or functionality?
- viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About 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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About viaSocket
viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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