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Checkvist + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts to Checkvist as list items

Effortlessly manage your new Microsoft Dynamics 365 CRM contacts by adding them to Checkvist with this handy workflow. Once set up, every time a new contact is created in your Dynamics 365 CRM, a list item will be created in Checkvist, ensuring that you stay organized and updated without any manual work. Say goodbye to juggling between apps and enjoy a seamless process for keeping track of important contacts.

Effortlessly manage your new Microsoft Dynamics 365 CRM contacts by adding them to Checkvist with this handy workflow. Once set up, every time a new contact is created in your Dynamics 365 CRM, a list item will be created in Checkvist, ensuring that you stay organized and updated without any manual work. Say goodbye to juggling between apps and enjoy a seamless process for keeping track of important contacts.

  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!
    CheckvistCheckvist
    Create List Item

    Creates a new item in a selected list.

    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
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Checkvist

Keyboard driven online outliner and task manager for teams and individuals. Capture your ideas and notes, create checklists and plans, share with colleagues, and get everything done — together.
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Related categories

  • Task Management

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