LionDesk + Microsoft Dynamics 365 CRM

Updated Lead

Triggers when a lead has been updated.

Updated Opportunity

Triggers when an opportunity has been updated.

Create Contact

Creates a new contact.

Create Case/Incident

Creates a new case/incident.

Create Invoice

Creates a new invoice.

Create Opportunity

Creates a new opportunity.

Update Campaign Response

Updates an existing campaign response.

Update Custom Entity

Updates a custom entity.

Update Invoice

Updates an invoice.

Update Opportunity

Updates an opportunity.

Find Account

Finds an account by name.

Find Custom Entity

Finds a custom entity give.

Find Campaign Response

Finds a campaign response.

Find Lead

Finds a lead by email address or other searchable field.

Find or Create Account

Finds an account by name.

Find or Create Custom Entity

Finds a custom entity give.

Find or Create Lead

Finds a lead by email address or other searchable field.

Add Tags

Assign tags to a contact

Start Campaign

Start an existing campaign for a contact.

Find Contact

Updated Quote

Triggers when a quote is updated.

Create Campaign Response

Creates a new campaign response.

Create Custom Entity

Creates a new custom entity.

Create Lead

Creates a new lead.

Update Account

Updates an account.

Update Contact

Updates a contact.

Update Case/Incident

Updates a Case/Incident.

Update Lead

Updates a lead.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Contact

Finds a contact by email address or other searchable field.

Find Campaign

Finds a campaign by name.

Find Invoice

Finds a invoice by email address or other searchable field.

Find Opportunity

Finds an opportunity by subject or other searchable field.

Find or Create Contact

Finds a contact by email address or other searchable field.

Find or Create Invoice

Finds a invoice by email address or other searchable field.

Find or Create Opportunity

Finds an opportunity by subject or other searchable field.

Add Comment

Adds a comment to an existing contact.

Create Contact

Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does

Update Hotness

Update the hotness of a contact