Microsoft Dynamics 365 CRM + Ora

Create Ora cards for new Microsoft Dynamics 365 CRM contacts

Effortlessly keep your Ora project boards up to date with new contacts from Microsoft Dynamics 365 CRM using this automation workflow. Whenever a new contact is added to your CRM, a card will be created in your Ora project, ensuring seamless collaboration and organization, without manually copying contact data. Streamline your sales process and stay connected with important clients by implementing this workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Card
Finds a task.
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
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
Invoice Updated
Triggers when an invoice is 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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- ProjectRequired
- List
- TaskRequired
Trigger
Instant
Try It
- ProjectRequired
- List
Trigger
Instant
Try It
- ProjectRequired
- ListRequired
Trigger
Instant
Try It
- ProjectRequired
- List
- TaskRequired
- MemberRequired
Action
Write
- ProjectRequired
- NameRequired
- List TypeRequired
Action
Write
- ProjectRequired
- List
- TaskRequired
- Start - number of days since creationRequired
- End - number of days since creationRequired
- Schedule hours per dayRequired
- Schedule Assignees
Action
Write
- OrganizationRequired
- NameRequired
Action
Search

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- ProjectRequired
- List
- TaskRequired
Trigger
Instant
Try It
- ProjectRequired
- List
- Task
Trigger
Instant
Try It
- ProjectRequired
- ListRequired
- TitleRequired
- Description
- Due Date
- Labels
- Attachment
- Checklist Name
- Checklist Items
- Start - number of days since creation
- End - number of days since creation
- Schedule hours per day
- Schedule Assignees
- Top
- Assignees
- Task Type
Action
Write
- ProjectRequired
- List
- TaskRequired
- CommentRequired
Action
Write
- ProjectRequired
- First TaskRequired
- Relation TypeRequired
- Second TaskRequired
Action
Write
- ProjectRequired
- List
- TypeRequired
Action
Search

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About Ora

Ora is an agile task management and team collaboration software.

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Related categories

Project Management

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Microsoft Dynamics 365 CRM + Ora

Create Ora cards for new Microsoft Dynamics 365 CRM contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

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 Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

New Assignee Added to Task

ProjectRequired

List

TaskRequired

New Task

ProjectRequired

List

Task Moved to List

ProjectRequired

ListRequired

Add Member to Card

ProjectRequired

List

TaskRequired

MemberRequired

Create List

ProjectRequired

NameRequired

List TypeRequired

Create Schedule

ProjectRequired

List

TaskRequired

Start - number of days since creationRequired

End - number of days since creationRequired

Schedule hours per dayRequired

Schedule Assignees

Find Member