AMcards.com + Microsoft Dynamics 365 CRM

Create and schedule drip campaigns in AMcards.com for new Microsoft Dynamics 365 CRM contacts

Stay on top of your client nurturing with this efficient automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow automatically schedules a drip campaign for them in AMcards.com. This way, you can ensure personalized communication and engagement with your contacts without any manual intervention, saving you time and effort.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Schedule a Drip Campaign
Triggers/Schedules a Drip Campaign
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- 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

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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.

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

Related categories

Similar apps

Related Zap Templates

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

Schedule drip campaigns in AMcards.com for updated contacts in Microsoft Dynamics 365 CRM

AMcards.com + Microsoft Dynamics 365 CRM

Create and schedule drip campaigns in AMcards.com for new Microsoft Dynamics 365 CRM contacts

Supported triggers and actions

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Cancel Editable Cards by Contact

Send a Card

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Schedule a Drip Campaign

About AMcards.com

Related categories

Similar apps

Zapier Interfaces

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates