Connect ExpertTexting and Microsoft Dynamics 365 CRM to power AI-driven automation
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Start with a template that brings ExpertTexting and Microsoft Dynamics 365 CRM together. Build enterprise-grade automation in minutes.
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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "New Incoming SMS" from ExpertTexting.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
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Zapier seamlessly connects ExpertTexting and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Incoming SMS
Triggers when an incoming SMS is received on your ExpertTexting's number. Trigger will only fire when there is a message sent to the number assigned by ExpertTexting to you (inbox messages). Moreover, the trigger will only work if the incoming message is new/unread.
Try ItTriggerPolling - New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- FromRequired
- ToRequired
- TextRequired
- Type
ActionWrite- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
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