Instiller + Microsoft Dynamics 365 CRM

Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change

Keep your customer data up-to-date in Instiller with this seamless workflow between Microsoft Dynamics 365 CRM and Instiller. When a contact is updated in Dynamics 365 CRM, this automation will trigger a workflow in Instiller, ensuring you maintain accurate customer information and streamline your communication efforts. Save time and effort with this efficient integration that helps you manage your customer lifecycle more effectively.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Trigger Workflow
Triggers a Workflow for a single User.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Form Submission
Triggers when a user submits a form.
Trigger
Instant
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User Created / Updated
Triggers when a User is created or updated. The response only returns the updated fields.
Trigger
Instant
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- Email AddressRequired
- Global SuppressionRequired
Action
Write
- Email AddressRequired
- List API IdentifierRequired
- SubscribedRequired
- Reference Code
Action
Write
- Campaign ID
- Campaign Code
Action
Search
- Workflow API IdentifierRequired
- Date FromRequired
- Date ToRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Campaign Sent
Triggers when a Campaign starts to deliver emails.
Trigger
Instant
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Email Link Clicked
Triggers when a link within an email is clicked.
Trigger
Instant
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Opt-Out Link Clicked
Triggers when Users click the opt-out link within an email.
Trigger
Instant
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- Email AddressRequired
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Suppression
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 29
- Custom Field 28
- Custom Field 30
Action
Write
- Workflow API IdentifierRequired
- Email AddressRequired
- Workflow Session Variables
- Journey Label
- Reference Code
- Title
- First Name
- Last Name
- Company Name
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- City
- Post Code
- Country
- Mobile
- Telephone
- Date Of Birth
- Gender
- Global Opt Out
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
- Custom Field 21
- Custom Field 22
- Custom Field 23
- Custom Field 24
- Custom Field 25
- Custom Field 26
- Custom Field 27
- Custom Field 28
- Custom Field 29
- Custom Field 30
Action
Write
- Email Address
- Unique Reference Code
Action
Search

About Instiller

Instiller makes it easy to create and send beautifully designed email campaigns that display perfectly on both mobile and desktop.

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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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Instiller + Microsoft Dynamics 365 CRM

Update Instiller workflows when Microsoft Dynamics 365 CRM contacts change

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Form Submission

User Created / Updated

Add / Remove Global Suppression

Email AddressRequired

Global SuppressionRequired

Set List Preference

Email AddressRequired

List API IdentifierRequired

SubscribedRequired

Reference Code

Find Campaign Details

Campaign ID

Campaign Code

Find Workflow Details

Workflow API IdentifierRequired

Date FromRequired

Date ToRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired