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Microsoft Dynamics 365 CRM + Sendoso

Microsoft Dynamics 365 CRM + Sendoso

Microsoft Dynamics 365 CRM + Sendoso integrations

Create egifts for new Microsoft Dynamics 365 CRM contacts with Sendoso

Easily welcome new contacts in Microsoft Dynamics 365 CRM by sending them eGifts through Sendoso. With this workflow, whenever you add a new contact in your CRM, a personalized eGift will be sent via Sendoso, making it seamless to show appreciation and strengthen relationships with your valuable clients. Enhance your customer experience without any manual effort using this smart integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Send an eGiftSend an eGift from your Sendoso account.
ActionWrite

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

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

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
Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Polling
Try It
- Tracking Number
  Required
Action
Write
- Touch ID
Action
Write
- Touch ID
  Required
- Recipient Email
  Required
- eGift Amount
  Required
- Custom Message
  Required
Action
Write
- Touch ID
  Required
- Style Product ID
  Required
- Recipient Name
  Required
- Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient Zip/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
Action
Write

- 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
New Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Polling
Try It
- Touch ID
- eGift Amount
  Required
- Recipient Email
Action
Write
- Touch ID
Action
Write
- Touch ID
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Address Collection Message
- Notecard Message
Action
Write
- Touch ID
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
Action
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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About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.

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