Microsoft Dynamics 365 CRM + Miestro

Enroll new Microsoft Dynamics 365 CRM contacts as members in Miestro

Effortlessly enroll new members in your Miestro courses with this time-saving automation. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this workflow will seamlessly enroll them as a member in Miestro, ensuring they have immediate access to your valuable content. Stay organized and improve your onboarding process by streamlining the connection between your CRM and online course platform.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Enroll Member
Enroll member to course.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
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
New Member
Triggers when a new member is created.
Trigger
Scheduled
Try It
Get Plans
Get Course Plans.
Trigger
Scheduled
Try It
- EmailRequired
- NameRequired
- CourseRequired
- Plan ID
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- 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
New Course Completion
Triggers when a user completes a course.
Trigger
Scheduled
Try It
New Signup
Triggers when a member signs up for a course.
Trigger
Scheduled
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
Action
Write
- EmailRequired
- Full NameRequired
Action
Write

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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Miestro

Miestro is a membership platform for online education courses, where you can create powerful courses with free or payable plans.

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Related categories

Online Courses

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Microsoft Dynamics 365 CRM + Miestro

Enroll new Microsoft Dynamics 365 CRM contacts as members in Miestro

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)

New Member

Get Plans

Enroll Member

EmailRequired

NameRequired

CourseRequired

Plan ID

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

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Lead

Info

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

Find or Create Account

Info