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Metatask + Microsoft Dynamics 365 CRM

Start process in Metatask when contacts are updated in Microsoft Dynamics 365 CRM

Keep your Metatask processes up-to-date with contact information from Microsoft Dynamics 365 CRM using this automation. Every time a contact is updated in Microsoft Dynamics 365 CRM, this workflow will trigger a start process in Metatask, ensuring that your processes stay in sync with the latest contact details. Save time and maintain consistency across your systems with this seamless connection between Microsoft Dynamics 365 CRM and Metatask.

Keep your Metatask processes up-to-date with contact information from Microsoft Dynamics 365 CRM using this automation. Every time a contact is updated in Microsoft Dynamics 365 CRM, this workflow will trigger a start process in Metatask, ensuring that your processes stay in sync with the latest contact details. Save time and maintain consistency across your systems with this seamless connection between Microsoft Dynamics 365 CRM and Metatask.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    MetataskMetatask
    Start Process

    Starts a new process from a template (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Metatask

Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.

Related categories

  • Task Management
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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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