Discord + Microsoft Dynamics 365 CRM

Create Discord channel messages for new Microsoft Dynamics 365 CRM contacts

Stay updated with new contacts in your CRM without missing a beat. With this workflow, every time a new contact is added to Microsoft Dynamics 365 CRM, a channel message will be sent in Discord, keeping your team informed and in sync. Streamline your communication and ensure everyone has the most up-to-date information on new contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Send Channel Message
Post a new message to a specific #channel you choose.
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
- Owner
- 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
- Contact ID
- 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
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
Try It
- Forum ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Member
Trigger
Polling
Try It
- UserRequired
- RoleRequired
Action
Write
- UserRequired
- RoleRequired
Action
Write
- ChannelRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum ChannelRequired
- Forum PostRequired
- Message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel NameRequired
Action
Search

- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- 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)
Action
Search
- Info
- Info Field Enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- ChannelRequired
Trigger
Polling
Try It
- Channel typeRequired
- Emoji
- Limitation Notice
Trigger
Polling
Try It
- Forum Channel
- Ignore previously archived Posts?Required
Trigger
Polling
Try It
Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum ChannelRequired
- Post nameRequired
- Initial message contentRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- ChannelRequired
- New NameRequired
Action
Write
- Dm Bot Info
- UserRequired
- Message TextRequired
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- UsernameRequired
Action
Search