AMcards.com + Microsoft Dynamics 365 CRM

Create cards on AMcards.com for new leads in Microsoft Dynamics 365 CRM

Stay on top of new leads by sending a personalized card with AMcards.com whenever a new lead is added to Microsoft Dynamics 365 CRM. This workflow helps you impress potential clients with a thoughtful touch, enhancing your chances of converting leads into customers. Boost your sales and marketing efforts by effortlessly combining the power of Microsoft Dynamics 365 CRM and AMcards.com.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send a Card
Creates a new card.
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
- Third Party Contact IDRequired
Action
Write
- Quicksend TemplateRequired
- Message
- Send Date
- InitiatorRequired
- To: First NameRequired
- To: Last NameRequired
- To: Organization
- To: Address Line 1Required
- To: Address Line 2
- To: CityRequired
- To: State/Province/RegionRequired
- To: Postal/Zip CodeRequired
- To: Country
- FROM: First NameRequired
- FROM: Last NameRequired
- FROM: Address Line 1Required
- FROM: Address Line 2
- FROM: CityRequired
- FROM: State/Province/RegionRequired
- FROM: Postal/Zip CodeRequired
- FROM: Country
- Third Party Contact ID
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
- CampaignRequired
- TO: Salutation
- TO: First NameRequired
- TO: Last NameRequired
- TO: Organization
- TO: Address Line 1Required
- TO: Address Line 2
- TO: CityRequired
- TO: StateRequired
- TO: Postal CodeRequired
- TO: Country
- TO: Birth Date
- TO: Phone Number
- TO: Anniversary Date
- Send Date
- InitiatorRequired
- FROM: First Name
- FROM: Last Name
- FROM: Address Line 1
- FROM: Address Line 2
- FROM: City
- FROM: State
- FROM: Postal Code
- FROM: Country
- Third Party Contact ID
Action
Write

About AMcards.com

Send real personalized greeting cards and gifts in seconds.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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AMcards.com + Microsoft Dynamics 365 CRM

Create cards on AMcards.com for new leads in Microsoft Dynamics 365 CRM

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

Cancel Editable Cards by Contact

Third Party Contact IDRequired

Send a Card

Quicksend TemplateRequired

Message

Send Date

InitiatorRequired

To: First NameRequired

To: Last NameRequired

To: Organization

To: Address Line 1Required

To: Address Line 2

To: CityRequired

To: State/Province/RegionRequired

To: Postal/Zip CodeRequired

To: Country

FROM: First NameRequired

FROM: Last NameRequired

FROM: Address Line 1Required

FROM: Address Line 2

FROM: CityRequired

FROM: State/Province/RegionRequired

FROM: Postal/Zip CodeRequired

FROM: Country

Third Party Contact ID

Account Updated

Contact Updated

New Case/Incident