Image Relay + Microsoft Dynamics 365 CRM

Create Image Relay folders from new MS Dynamics CRM leads

Get support from your customer relations team and the creative department the moment you start working with a potential client. After setting up this automation, creating a new lead in MS Dynamics CRM will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create FolderCreates a new folder.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Image Relay

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Image Relay

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- 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
- Owner
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
- Parent Folder
  Required
Trigger
Instant
Try It
Product Category Changed
Triggered when a product is moved to a different product category.
Trigger
Instant
Try It
New Product
Triggered when a new product is created.
Trigger
Instant
Try It
Product Dimension 1 Added
Triggered when the first dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 1 Removed
Triggered when the first dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 2 Changed
Triggered when the second dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 3 Added
Triggered when the third dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 3 Removed
Triggered when the third dimension of a product is removed.
Trigger
Instant
Try It
Product Variations Disabled
Triggered when variations are disabled for a product.
Trigger
Instant
Try It
Product Recovered
Triggered when a product is recovered.
Trigger
Instant
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Product Type Added
Triggered when a product type is added to a product.
Trigger
Instant
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Product Type Removed
Triggered when a product's type is removed.
Trigger
Instant
Try It
- Parent Folder
  Required
- Folder Name
  Required
Action
Write
- Parent Folder
  Required
- File Type
  Required
- File URL
  Required
- File Name
  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
- Api_docs_info
- 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
- Create Share Link
  Required
- Folder
  Required
Trigger
Instant
Try It
Product Added to Category
Triggered when a product is added to a product category.
Trigger
Instant
Try It
Product Removed From Category
Triggered when a product is removed from a product category.
Trigger
Instant
Try It
Product Deleted
Triggered when a product is deleted.
Trigger
Instant
Try It
Product Dimension 1 Changed
Triggered when the first dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 2 Added
Triggered when the second dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 2 Removed
Triggered when the second dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 3 Changed
Triggered when the third dimension of a product is changed.
Trigger
Instant
Try It
Product Variations Enabled
Triggered when variations are enabled for a product.
Trigger
Instant
Try It
Product Name Changed
Triggered when a product's name is changed.
Trigger
Instant
Try It
Product SKU Changed
Triggered when a product's SKU is changed.
Trigger
Instant
Try It
Product Type Changed
Triggered when a product's type is changed.
Trigger
Instant
Try It
New User Created
Triggers when a new user is created.
Trigger
Instant
Try It
- Permission Group
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
  Required
Action
Write

About Image Relay

The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.

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Related categories

File Management & Storage

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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