Microsoft Dynamics 365 CRM + Ora

Microsoft Dynamics 365 CRM + Ora integrations

Create Ora cards for updated contacts in Microsoft Dynamics 365 CRM

Effortlessly keep your team informed about contact updates in Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a contact is updated in your CRM, a new card will be created in Ora, making it easy for your team to track and discuss the changes. Stay on top of critical updates and improve collaboration across departments with this time-saving automation.

When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPolling
automatically do this!
Create CardFinds a task.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Ora

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Ora

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Project
  Required
- List
- Task
  Required
Trigger
Instant
Try It
- Project
  Required
- List
- Task
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Title
  Required
- 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
- TaskType
Action
Write
- Project
  Required
- List
- Task
  Required
- Comment
  Required
Action
Write
- Project
  Required
- First Task
  Required
- Relation_type
  Required
- Second Task
  Required
Action
Write
- Project
  Required
- List
- Type
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Project
  Required
- List
- Task
  Required
Trigger
Instant
Try It
- Project
  Required
- List
Trigger
Instant
Try It
- Project
  Required
- List
  Required
Trigger
Instant
Try It
- Project
  Required
- List
- Task
  Required
- Member
  Required
Action
Write
- Project
  Required
- Name
  Required
- List_type
  Required
Action
Write
- Project
  Required
- List
- Task
  Required
- Start - number of days since creation
  Required
- End - number of days since creation
  Required
- Schedule hours per day
  Required
- Schedule_assignees
Action
Write
- Organization
  Required
- Name
  Required
Action
Search

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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About Ora

Ora is an agile task management and team collaboration software.

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Related Zap Templates

Create Ora cards for new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create Ora cards for new Microsoft Dynamics 365 CRM contacts