Microsoft Dynamics 365 CRM + Ora

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...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create Card
Finds a task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
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

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
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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 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
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

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ora

Ora is an agile task management and team collaboration software.

Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Ora

Create Ora cards for updated contacts in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

New Comment Added to Task

ProjectRequired

List

TaskRequired

New Label Added to Task

ProjectRequired

List

Task

Create Card

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

Create Comment

ProjectRequired

List

TaskRequired

CommentRequired

Create Relation

ProjectRequired

First TaskRequired

Relation TypeRequired

Second TaskRequired

Find Task

ProjectRequired

List

TypeRequired

New Contact