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Microsoft Dynamics 365 CRM + Short.io

Microsoft Dynamics 365 CRM + Short.io

Microsoft Dynamics 365 CRM + Short.io integrations

Create short links for new Microsoft Dynamics 365 CRM contacts in Short.io

Effortlessly manage your contacts and easily share information with them using this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a short link in Short.io for a specified target URL. Save time, keep your contact information organized, and streamline your sharing process with this seamless integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create a Short LinkCreates new link on your own domain.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Short.io

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Short.io

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
- Domain
  Required
- Original URL
  Required
Action
Write
- Link ID
  Required
Action
Write
- Link ID
  Required
- Expiration Date
- Click limit
- Expiration URL
Action
Write
- Link ID
  Required
- Start Date
  Required
- End Date
  Required
Action
Write
- Path
  Required
- Domain name
  Required
Action
Write
- Link ID
  Required
- Original URL
- Path
- Title
- Link Expiration Time
- Cloaking
- Link Expired URL
- Password
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
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
- Domain
  Required
Trigger
Polling
Try It
- Domain Name
  Required
- Long URL
  Required
- Path
- Title
- Link Expiration Time
- Clicks Limit
- Link Expired URL
- Cloaking
- Password
- Allow Duplicates
- iOS Targeting Link
- Android Targeting Link
- UTM Source
- UTM Campaign
- UTM Medium
- UTM Term
- UTM Content
- TTL
- Folder ID
Action
Write
- Domain ID
  Required
Action
Write
- Link ID
  Required
- Use Domain Settings
  Required
- Format
  Required
Action
Write
- Link ID
  Required
- Country
  Required
- Original URL
  Required
Action
Write
- Domain ID
  Required
- Link Limit
- Start date
- End date
- Page Token
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.

Learn moreLearn moreHelpHelp

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About Short.io

Short.io is a white label link shortener, which allows you to create short links on your own domain.

Learn moreLearn moreHelpHelp

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