Microsoft Dynamics 365 CRM + Pike13

Update Pike13 people when Microsoft Dynamics 365 CRM contacts are updated

Keep your contacts up to date in Pike13 with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create a new person in Pike13, ensuring your contact information stays accurate and consistent across both platforms. Save time by eliminating manual data entry and improve your contact records management without any hassle.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create Person
Add a new Person to a Pike13 Business.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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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
- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
Trigger
Instant
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- BusinessRequired
- Event Occurrence IDRequired
- Note TypeRequired
- NoteRequired
Action
Write
- BusinessRequired
- Person IDRequired
- Location
- First Name
- Last Name
- Email Address
- Phone Number
- Birthdate
Action
Write
- BusinessRequired
- Invoice IDs
- Created Since
- Updated Since
Action
Search
- BusinessRequired
- Email Address
- Name
- Barcodes
- First NameRequired
- Last NameRequired
- Location
- Email Address
- Phone Number
- Send Invite?
- Birthdate
- Skip Complimentary Passes
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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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
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
Trigger
Instant
Try It
- BusinessRequired
- First NameRequired
- Last NameRequired
- Location
- Email Address
- Phone Number
- Send Invite?
- Birthdate
- Skip Complimentary Passes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BusinessRequired
- Email Address
- Name
- Barcodes
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 Pike13

The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

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By team

Microsoft Dynamics 365 CRM + Pike13

Update Pike13 people when Microsoft Dynamics 365 CRM contacts are updated

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)

Invoice Created

BusinessRequired

Person Created

BusinessRequired

Transaction Created

BusinessRequired

Post Roster Note

BusinessRequired

Event Occurrence IDRequired

Note TypeRequired

NoteRequired

Update Person

BusinessRequired

Person IDRequired

Location

First Name

Last Name

Email Address

Phone Number

Birthdate

Find Invoice

BusinessRequired

Invoice IDs

Created Since

Updated Since

Person Search or Create

BusinessRequired

Email Address

Name

Barcodes

First NameRequired

Last NameRequired

Location

Email Address

Phone Number

Send Invite?

Birthdate

Skip Complimentary Passes

New Contact

New Custom Entity