Connect Smartcat and Microsoft Dynamics CRM
Integrate Smartcat with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete the project in Smartcat when New Account in Microsoft-dynamics-crm
Start processing the project statistics in Smartcat when New Account in Microsoft-dynamics-crm
Enable or disable fuzzy matches in Smartcat when New Account in Microsoft-dynamics-crm
Cancel project in Smartcat when New Account in Microsoft-dynamics-crm
Restore project in Smartcat when New Account in Microsoft-dynamics-crm
Popular Smartcat + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Smartcat
When this happens...
- Request a new Trigger for Smartcat
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Delete the project in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowStart processing the project statistics in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowEnable or disable fuzzy matches in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowCancel project in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowRestore project in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowComplete project in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowAutomatically assign all new documents/segments in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowRun the empty project folders deletion task in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowSet mode of access to perform work in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowAssign individual suppliers to perform task in Smartcat when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Smartcat and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Smartcat integrations.
Delete the project
Delete the project.
Start processing the project statistics
Start processing the project statistics.
Enable or disable fuzzy matches
Enable/Disable fuzzy repetitions in project statistics
Cancel project
Cancel the project.
Restore project
Restore the project.
Complete project
Complete the project.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Smartcat and Microsoft Dynamics CRM workflows.
Learn how to automate Smartcat and Microsoft Dynamics CRM workflows.
Learn how to automate Smartcat and Microsoft Dynamics CRM workflows.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Smartcat and Microsoft Dynamics CRM free
No credit card required. Set up your first workflow in minutes.
About Smartcat
Smartcat is an all-in-one platform connecting businesses and translators into a continuous translation delivery loop by combining a collaborative workflow solution, a marketplace, and a network of translation professionals.
Learn more
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 Smartcat 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 Smartcat 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 Smartcat triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Smartcat. 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 Smartcat 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 Smartcat 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.
