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Chatwork + Microsoft Dynamics 365 CRM

Update tasks in Chatwork for updated contacts in Microsoft Dynamics 365 CRM

Stay up to date and streamline task management with this seamless workflow between Microsoft Dynamics 365 CRM and Chatwork. When a contact is updated in Microsoft Dynamics 365 CRM, this automation promptly creates a new task in Chatwork, keeping your team informed about the latest contact information. This efficient process not only saves valuable time but also helps maintain an organized task list, enabling you to concentrate on nurturing stronger customer relationships.

Stay up to date and streamline task management with this seamless workflow between Microsoft Dynamics 365 CRM and Chatwork. When a contact is updated in Microsoft Dynamics 365 CRM, this automation promptly creates a new task in Chatwork, keeping your team informed about the latest contact information. This efficient process not only saves valuable time but also helps maintain an organized task list, enabling you to concentrate on nurturing stronger customer relationships.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    ChatworkChatwork
    Create Task

    Adds a new task in a specific group chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Chatwork

Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
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Related categories

  • Team Chat

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