Image Relay + Microsoft Dynamics 365 CRM
Create Image Relay folders from new MS Dynamics CRM leads
Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.
Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create FolderCreates a new folder.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Share LinkRequired
FolderRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Product Added to Category
Triggered when a product is added to a product category.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Removed From Category
Triggered when a product is removed from a product category.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggered when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 1 Changed
Triggered when the first dimension of a product is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 2 Added
Triggered when the second dimension is added to a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 2 Removed
Triggered when the second dimension of a product is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 3 Changed
Triggered when the third dimension of a product is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Variations Enabled
Triggered when variations are enabled for a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Name Changed
Triggered when a product's name is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product SKU Changed
Triggered when a product's SKU is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type Changed
Triggered when a product's type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User Created
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Permission GroupRequired
First NameRequired
Last NameRequired
EmailRequired
CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundParent FolderRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Category Changed
Triggered when a product is moved to a different product category.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggered when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 1 Added
Triggered when the first dimension is added to a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 1 Removed
Triggered when the first dimension of a product is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 2 Changed
Triggered when the second dimension of a product is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 3 Added
Triggered when the third dimension is added to a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Dimension 3 Removed
Triggered when the third dimension of a product is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Variations Disabled
Triggered when variations are disabled for a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Recovered
Triggered when a product is recovered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type Added
Triggered when a product type is added to a product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type Removed
Triggered when a product's type is removed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parent FolderRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent FolderRequired
File TypeRequired
File URLRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Image Relay
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