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.
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...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Client
Creates a new client user.
- Free forever for core features
- 14 day trial for premium features & apps