Connect Skyvern and Microsoft Dynamics CRM
Integrate Skyvern with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New or Updated Skyvern Workflow in Skyvern
Create Contact in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Create Opportunity in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Create Lead in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Create Case/Incident in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Popular Skyvern + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Skyvern
When this happens...
New or Updated Skyvern Workflow
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Contact in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Lead in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowCreate Order in Microsoft-dynamics-crm when New or Updated Skyvern Workflow in Skyvern
Use this flowRun a Workflow in Skyvern when New Account in Microsoft-dynamics-crm
Use this flowCreate and Run Task in Skyvern when New Account in Microsoft-dynamics-crm
Use this flowGet a Task from Skyvern when New Account in Microsoft-dynamics-crm
Use this flowStart Browser Session with Skyvern when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Skyvern and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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
Do thisActions
Action is the task that follows automatically within your Skyvern integrations.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Get a Task
Fetch the full details of a specific task by its Task ID.
Start Browser Session
Start a new browser session and optionally configure timeout, proxy location, browser type, extensions, browser profile, and live view.
Create Folder
Create a new folder to organize files and projects in Skyvern.
Find Folders
Retrieve folders: list all, search by keyword, paginate results, or get a folder by ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Skyvern and Microsoft Dynamics CRM workflows.
Learn how to automate Skyvern and Microsoft Dynamics CRM workflows.
Learn how to automate Skyvern and Microsoft Dynamics CRM workflows.
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About Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Skyvern and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Skyvern and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Skyvern triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Skyvern. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Skyvern and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Skyvern and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
