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Chatwork + Microsoft Dynamics 365 CRM

Create tasks in Chatwork for new contacts in Microsoft Dynamics 365 CRM

Stay organized and efficient by connecting your Microsoft Dynamics 365 CRM with Chatwork. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Chatwork. It's an easy way to streamline your customer relationship management and ensure that all contact-related tasks are attended to promptly in your team's communication platform.

Stay organized and efficient by connecting your Microsoft Dynamics 365 CRM with Chatwork. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Chatwork. It's an easy way to streamline your customer relationship management and ensure that all contact-related tasks are attended to promptly in your team's communication platform.

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

    Triggers when a new contact is created.

    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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