InfoVetted + Microsoft Dynamics 365 CRM integrations
Create InfoVetted contacts and run Right to Work checks for new Microsoft Dynamics 365 CRM contacts
Kick off compliance checks the moment a new contact is added. This automation creates a contact in InfoVetted when a new contact is created in Microsoft Dynamics 365 CRM and sends a Digital Right to Work Vetting Check via email. It keeps your process efficient and ensures eligibility is verified without manual steps.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this...Create ContactCreates a contact in the system
- then do this!Create Contact Vetting RequestCreate a contact vetting request
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More things you can do with Microsoft Dynamics 365 CRM and InfoVetted
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and InfoVetted
- 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
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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