Frame.io + Microsoft Dynamics 365 CRM

Create Frame.io projects for new Microsoft Dynamics 365 CRM contacts

Streamline your client onboarding process by connecting Microsoft Dynamics 365 CRM with Frame.io. This efficient workflow creates a new project in Frame.io whenever a new contact is added in Microsoft Dynamics 365 CRM. Stay organized and ensure a seamless collaboration with your clients, enhancing productivity and saving valuable time.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Project
Creates a Frame.io Project.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- TeamRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- Team
- Project
- FolderRequired
- NameRequired
- Description
- Label
- Properties
- File
Action
Write
- Is Comment Reply?Required
Action
Write
- Team
- Project
- FolderRequired
- NameRequired
- Private Folder?Required
Action
Write
- AssetRequired
Action
Write
- Team
- Project
- Folder
- AssetRequired
Action
Search
- Team
- ProjectRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- TeamRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- TeamRequired
Trigger
Instant
Try It
- Team
- Project
- Folder
- AssetRequired
Action
Write
- Team
- Project
- Folder
- Asset
- CommentRequired
Action
Write
- TeamRequired
- Project NameRequired
- Private Project?Required
- Collaborator SettingsRequired
- Notification SettingsRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Team
- Project
- Folder
- Asset
- CommentRequired
Action
Search

About Frame.io

Frame.io is a video review and collaboration platform. Share video projects with your team and clients for fast feedback and approval.

Learn more Help

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

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Frame.io + Microsoft Dynamics 365 CRM

Create Frame.io projects for new Microsoft Dynamics 365 CRM contacts

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Deleted Asset

TeamRequired

Asset Versioned

TeamRequired

Updated Comment

TeamRequired

Create Asset

Team

Project

FolderRequired

NameRequired

Description

Label

Properties

File

Create Comment

Is Comment Reply?Required

Create Folder

Team

Project

FolderRequired

NameRequired

Private Folder?Required

Create Review Link

AssetRequired

Find Asset

Team

Project

Folder

AssetRequired

Find Project

Team

ProjectRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account