Microsoft Dynamics 365 CRM + roam-bot

Add new Microsoft Dynamics 365 CRM contacts to roam-bot as blocks in today's page

Effortlessly stay on top of your new leads with this time-saving workflow. When a new contact is added to Microsoft Dynamics 365 CRM, it will create a block in the Today Page of the roam-bot app, ensuring all relevant information is easily accessible. Keep your sales pipeline organized and be better prepared for client engagements with this seamless automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create a Block in Today Page
Create a new block in Today page
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
- Graph NameRequired
- Encrypted Graph Password
- Filter block by text
Trigger
Scheduled
Try It
- Graph NameRequired
- Encrypted Graph Password
Trigger
Scheduled
Try It
- Graph NameRequired
- Encrypted Graph Password
- Page TitleRequired
- Block contentRequired
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph NameRequired
- Encrypted Graph Password
- Block contentRequired
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph NameRequired
- Encrypted Graph Password
- Page titleRequired
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
- Graph NameRequired
- Encrypted Graph Password
Trigger
Scheduled
Try It
- Graph NameRequired
- Encrypted Graph Password
- Parent Block UidRequired
- Block contentRequired
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph NameRequired
- Encrypted Graph Password
- Page UidRequired
- Block contentRequired
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph NameRequired
- Encrypted Graph Password
- Timezone
- Block contentRequired
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write

About Microsoft Dynamics 365 CRM

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Microsoft Dynamics 365 CRM + roam-bot

Add new Microsoft Dynamics 365 CRM contacts to roam-bot as blocks in today's page

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 Block

Graph NameRequired

Encrypted Graph Password

Filter block by text

Updated Page

Graph NameRequired

Encrypted Graph Password

Create a Block in a Specific Page

Graph NameRequired

Encrypted Graph Password

Page TitleRequired

Block contentRequired

Block Text Style

Block Text Alignment

Position

Insert as a single text block?

Create a Block in Quick Capture Page

Graph NameRequired

Encrypted Graph Password

Block contentRequired

Block Text Style

Block Text Alignment

Position

Insert as a single text block?

Find a Page

Graph NameRequired

Encrypted Graph Password

Page titleRequired