Connect NocoDB and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update Record
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use NocoDB and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Trigger when new Record is Created.
Update Record
Trigger when an Existing Record is Updated.
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
Do thisActions
Action is the task that follows automatically within your NocoDB integrations.
Create Record
Creates a New Record.
Update Table
Update an Existing Table.
Delete Table
Delete an Existing Table
Update Record
Update an Existing Record.
Delete Record
Delete a Record.
Create Column
Create a new Column in the Table.
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Step by step guides to integrate NocoDB and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your NocoDB and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in NocoDB triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how NocoDB 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 NocoDB 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 NocoDB 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 NocoDB
NocoDB Cloud is a powerful platform that transforms your databases into smart spreadsheets, enabling seamless collaboration and management of data. It offers a no-code interface that allows users to create, manage, and automate workflows without any programming knowledge. Ideal for businesses looking to streamline their data operations and enhance productivity.
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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