Connect Shoppy and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Is Placed
New Product Is Created
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Shoppy and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product Is Created
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 Shoppy integrations.
Create product
Create a new product.
Update Product
Update product details
Delete Product
Delete a product from your store.
List Queries
Get queries from your Shoppy store.
Create Payment
Create a payment in Shoppy using the /api/v2/pay endpoint.
Create Account
Creates a new account
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Step by step guides to integrate Shoppy and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Shoppy and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shoppy triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Shoppy 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 Shoppy 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 Shoppy 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 Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
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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