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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Is Created
Runs when new event is created
Event Is Updated
Runs when Event Is Updated
Event Is Confirmed
Runs when Event Is Confirmed
Event Cancelled
Runs when event is cancelled
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
Do thisActions
Action is the task that follows automatically within your Vyte integrations.
Find Event
Find an event by title or invitee email.
Confirm Event
Confirm an event to finalize the booking
Cancel Event
Cancel a scheduled event.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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Step by step guides to integrate Vyte and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Vyte and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Vyte triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Vyte 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 Vyte 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 Vyte 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 Vyte
Vyte is a tool that makes scheduling appointments, meetings, and customers bookings easy and user-friendly.
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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