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upilot

upilot

Microsoft Dynamics CRM

Microsoft Dynamics CRM

Enable Integrations or automations with these events of upilot and Microsoft Dynamics CRM

Enable Integrations or automations with these events of upilot and Microsoft Dynamics CRM

Triggers

upilot

New Account

Triggers when new account is created

upilot

New Contact

Triggers when new contact is created

upilot

New Case/Incident

Triggers when new case/incident created

upilot

New Invoice

Triggers when new invoice is created

upilot

New Lead

Triggers when new lead is created

upilot

New Opportunity

Triggers when new opportunity is craeted

Actions

upilot

Create Account

Creates a new account

upilot

Create Contact

Creates a new contact

upilot

Create Opportunity

Creates a new opportunity

upilot

Create Lead

Creates a new lead

upilot

Create Case/Incident

Creates a new case/incident

upilot

Create Order

Creates a new order

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
upilot

About upilot

UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.

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Microsoft Dynamics CRM

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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