DonorDock + Microsoft Dynamics 365 CRM Integrations

How to connect DonorDock + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

New Badge Added to Contact
Triggers when a new badge is added to a contact record.
Trigger
Scheduled
Gift Batch Closed
Triggered when a gift batch is closed in DonorDock.
Trigger
Scheduled
Contact Added to Marketing List
Triggers when a contact is added to a marketing list.
Trigger
Scheduled
New Activity Created
Triggers when a new activity is created in DonorDock.
Trigger
Scheduled
New Appeal Created
Triggers when a new appeal is created.
Trigger
Scheduled

New Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
New Contact Created
Triggers when a new contact is added to DonorDock.
Trigger
Scheduled

New Fund Created
Triggers when a new fund is created.
Trigger
Scheduled

DonorDock
Triggers when a new gift is created.
Scheduled
Trigger
DonorDock
Adds a badge to a contact.
Scheduled
Action
DonorDock
Creates a new activity.
Scheduled
Action
DonorDock
Creates a new Appeal.
Scheduled
Action
DonorDock
Creates a new campaign in DonorDock.
Scheduled
Action
DonorDock
Creates a new Contact in DonorDock.
Scheduled
Action
DonorDock
Creates a new fund in DonorDock.
Scheduled
Action
DonorDock
Creates a new Gift in DonorDock.
Scheduled
Action
DonorDock
Adds the contact to a specified marketing list.
Scheduled
Action
DonorDock
Send a template-based email through the DonorDock email system.
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 DonorDock + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate DonorDock 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.