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- FeaturesFeatures to optimize your experience
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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
rock
Purpose-built for remote teams. Messaging, tasks, notes, Google Drive, and Zoom together.
RoboResponse AI
RoboResponseAI is no-code AI chatbot builder built on Gen AI to provide human-like responses. Create and deploy within a couple of minutes.
RoboRecruiter
RoboRecruiter is a messaging chatbot for recruitment. Reach 1 to 10's of thousands of your candidates instantly
robolytix
Robolytix is the key robot analytic tool for automated processes, providing all data you need for monitoring and managing software robots.
robofy
Robofy is a Website Chatbot builder that can create a friendly chatbot in a few minutes.
robly
Robly is an email marketing solution designed for beginners and experts alike.
Roar Software
ROAR is the Advice Marketplace - Connecting technology to better deliver financial advice
roam
Send notifications to Roam, your Cloud HQ.
rltrsync
RLTRsync is a virtual ecosystem for real estate agents.
rkvst
RKVST lets you prove and verify the provenance and authenticity of any data, anywhere.
riskadvisor
RiskAdvisor helps agents connect their clients with the right insurance
riseact
Riseact helps people and organization run their fundraising campaigns.
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
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
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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