Apptoto + Microsoft Dynamics 365 CRM Integrations

How to connect Apptoto + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant
Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant
Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant
Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
Apptoto
Removes a contact in Apptoto
Scheduled
Action
Apptoto
Removes an event in Apptoto
Scheduled
Action
Apptoto
Search for contact in Apptoto
Scheduled
Action
Apptoto
Search for event in Apptoto
Scheduled
Action
Microsoft Dynamics 365 CRM
Triggers when a new account is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new contact is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action

How Apptoto + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Apptoto and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.