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Update Moxo clients when Microsoft Dynamics 365 CRM contacts are updated
Effortlessly keep your Microsoft Dynamics 365 CRM contacts and Moxo client list updated with this seamless workflow. When a contact is modified in your Microsoft Dynamics 365 CRM, it triggers the creation of a new client in your Moxo app, ensuring data consistency across both platforms. Enhance organization and productivity by letting this integration manage the process of updating client records for you.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create ClientCreates a new client user.
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More things you can do with Microsoft Dynamics 365 CRM and Moxo
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Moxo
- 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
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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