Microsoft Dynamics 365 CRM + Pluvo

Create and update Pluvo users from new Microsoft Dynamics 365 CRM contacts

Keep your Pluvo users up to date with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, their information will be used to update the corresponding user in Pluvo. This seamless integration ensures that your Pluvo users always have the most current details and saves you time on manual updates.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Update User
Triggers when a user is updated.
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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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
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- 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
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
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Update Group
Triggers when a group is updated.
Trigger
Instant
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Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
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Create User
Triggers when a user is created.
Trigger
Instant
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Update User
Triggers when a user is updated.
Trigger
Instant
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- User ReferenceRequired
- Group referenceRequired
Action
Write
- User referenceRequired
- E-Learning referenceRequired
- Send invite
Action
Write
- E-Learning update
- E-Learning referenceRequired
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group referenceRequired
Action
Search
- E-Learning referenceRequired
Action
Search
- Group referenceRequired
- NameRequired
- Enable Chat
Action
Search or write
- User referenceRequired
- NameRequired
- EmailRequired
- Active
- Send invite
Action
Search or write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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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
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
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Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
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Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
Try It
Delete User
Triggers when a user is deleted.
Trigger
Instant
Try It
- User ReferenceRequired
- Group referenceRequired
Action
Write
- Group update
- Group referenceRequired
- Name
- Enable Chat
Action
Write
- User referenceRequired
- E-Learning referenceRequired
Action
Write
- User update
- User referenceRequired
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User referenceRequired
Action
Search
- E-Learning referenceRequired
- TitleRequired
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Search or write

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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Microsoft Dynamics 365 CRM + Pluvo

Create and update Pluvo users from 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

Module Group Unlocked

Create Group

Update Group

Delete E-Learning

Create User

Update User

Remove User From Group

User ReferenceRequired

Group referenceRequired

Add User to E-Learning

User referenceRequired

E-Learning referenceRequired

Send invite

Update E-Learning

E-Learning update

E-Learning referenceRequired

Title

Subtitle

Introduction

Start Date

End Date

Active

Show Participants

Show Shared Files

Enable Chat

Find or Create Group

Group referenceRequired

Find or Create E-Learning