Aloware + Microsoft Dynamics 365 CRM

Send sms to new Microsoft Dynamics 365 CRM contacts via Aloware

Keep your team updated and improve customer engagement with this efficient workflow between Microsoft Dynamics 365 CRM and Aloware. When a new contact is added in Microsoft Dynamics 365 CRM, this automation sends a personalized SMS to the newly added contact using Aloware, ensuring a seamless and timely communication experience. Enhance your customer support and save time with this streamlined process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send SMS
Send an SMS with your Aloware account.
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
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
Invoice Updated
Triggers when an invoice is 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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Call Disposed
Triggers when a call is disposed in Aloware.
Trigger
Instant
Try It
Communication Initiated
Triggers when a communication is initiated in Aloware.
Trigger
Instant
Try It
Contact Disposed
Triggers when a contact's disposition status has changed in Aloware.
Trigger
Instant
Try It
Recording Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
Try It
- Full Name
- First Name
- Last Name
- Company name
- Phone NumberRequired
- Email Address
- Date Of Birth
- Time Zone
- City
- State
- Zip Code
- Country
- Lead Source
- Address
- Website
- Notes
- CSF1
- CSF2
- User
- User Email Address
- Distribute to Ring Group?
- Ring Group
- Check available users
- Add To PowerDialer
- Position in PowerDialer
- Sequence
- Force enroll?
- Force update?
- Line
- Tag
- Disposition Status
Action
Write
- LineRequired
- Send as (agent attribution)Required
- Agent Phone NumberRequired
- Contact Phone NumberRequired
Action
Write
- LineRequired
- ToRequired
- Audio URLRequired
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Communication Disposed
Triggers when a communication is disposed in Aloware.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in Aloware.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated in Aloware.
Trigger
Instant
Try It
Voicemail Saved
Triggers when a voicemail is saved in Aloware.
Trigger
Instant
Try It
- Phone NumberRequired
- SequenceRequired
- Force enroll?Required
Action
Write
- Phone NumberRequired
Action
Write
- LineRequired
- Send as (agent attribution)Required
- ToRequired
- MessageRequired
- Media URL (.gif, .png, .jpg)
Action
Write

About Aloware

Aloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.

Learn more

Related categories

Phone & SMS

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

Related categories

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Zapier Interfaces

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Aloware + Microsoft Dynamics 365 CRM

Send sms to new Microsoft Dynamics 365 CRM contacts via Aloware

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Call Disposed

Communication Initiated

Contact Disposed

Recording Saved

Create/Update Contact

Full Name

First Name

Last Name

Company name

Phone NumberRequired

Email Address

Date Of Birth

Time Zone

City

State

Zip Code

Country

Lead Source

Address

Website

Notes

CSF1

CSF2

User

User Email Address

Distribute to Ring Group?

Ring Group

Check available users