Eva Gifting Assistant (EvaBot) + Microsoft Dynamics 365 CRM

Eva Gifting Assistant (EvaBot) + Microsoft Dynamics 365 CRM integrations

Update direct mailer campaigns in Eva Gifting Assistant (EvaBot) for new Microsoft Dynamics 365 CRM leads

Effortlessly maintain your direct mail campaigns with this streamlined workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it automatically updates your Eva Gifting Assistant direct mailer campaign, ensuring that your campaigns stay up-to-date and relevant. Save time and stay proactive in nurturing your leads with this seamless integration.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Update a Direct Mailer CampaignUpdates a campaign
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Eva Gifting Assistant (EvaBot)

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Eva Gifting Assistant (EvaBot)

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 Entity
  Required
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 type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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
Gift Delivered
Triggers when a new gift is delivered.
Trigger
Polling
Try It
- Mailer Campaign List
  Required
- Recipient's Name
  Required
- Event Date
  Required
- Recipient's Address Line 1
  Required
- Recipient's Address Line 2
  Required
- Recipient's City
  Required
- Recipient's State/Province/Region
  Required
- Recipient's Postal Code/ZIP
  Required
- Recipient's Country
Action
Write
- Recipient's Email
  Required
- Option List
  Required
Action
Write

- 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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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
Gift Accepted
Triggers when a new gift is accepted.
Trigger
Polling
Try It
- Campaign List
  Required
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Event Date
  Required
- Price
  Required
Action
Write
- Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]
- Recipient's Name
  Required
- Recipient's Email
  Required
- Recipient's Mobile
- Reference Number
- Occasion
  Required
- Price
  Required
- Recipient's Address Line 1
- Recipient's Address Line 2
- Recipient's City
- Recipient's State/Province/Region
- Recipient's Postal Code/ZIP
- Recipient's Country
Action
Write

About Eva Gifting Assistant (EvaBot)

Eva helps you easily send personalized client gifts for closings, birthdays, house-anniversaries. Connect with a CRM to automate client gifting today.

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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