Microsoft Dynamics 365 CRM + Motion integrations
Create projects in Motion for new contacts in Microsoft Dynamics 365 CRM
Instantly generate and organize projects in Motion app each time a new contact is added in Microsoft Dynamics 365 CRM. This workflow streamlines your project creation process by setting up an automatic connection between Dynamics 365 and Motion, ensuring all essential information is seamlessly transferred. Focus on building stronger customer relationships while your workflow takes care of project creation and management.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ProjectCreates a new Motion Project
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More things you can do with Microsoft Dynamics 365 CRM and Motion
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Motion
- 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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Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
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