Microsoft Dynamics 365 CRM + Skipio

Microsoft Dynamics 365 CRM + Skipio integrations

Update Skipio events when Microsoft Dynamics 365 CRM contacts are updated

Keep your Microsoft Dynamics 365 CRM contacts in sync with your Skipio events by utilizing this seamless workflow. When a contact is updated in Dynamics 365 CRM, a corresponding event will be created in Skipio, ensuring that your teams have the most up-to-date information at their fingertips without any manual intervention. This automation not only saves time but also helps maintain data accuracy across both platforms.

When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPolling
automatically do this!
Create EventCreates an event.
ActionWrite

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

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

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
- Group
  Required
Trigger
Polling
Try It
New Event
Triggers when an Event is first created in Skipio.
Trigger
Polling
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Event ID
  Required
Action
Write
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact Search
  Required
Action
Search
- Contact Search
  Required
- First Name
  Required
- Mobile Phone Number
  Required
- Last Name
- Email
- Remote Source
- Remote ID
- Company Name
- Street
- City
- State
- Zip/Postal Code
- Month (1-12)
- Day (1-31)
- Send a Birthday Greeting?
Action
Search or 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 Contact
Triggers when a Contact is first created in Skipio
Trigger
Polling
Try It
Contact Opted-Out
Triggers when the mobile number for a Contact opts out of receiving messaging.
Trigger
Instant
Try It
- Contact_fields__group_info
- Contact ID
  Required
- Drip Campaign ID
  Required
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
Action
Write
- Contact_fields__group_info
- Contact ID
  Required
- Group ID
  Required
Action
Write
- Event Search
  Required
Action
Search
- Event Search
  Required
- Event Title
  Required
- Reminder Campaign ID
  Required
- Start Date
  Required
- End Date
  Required
- Contact_fields__group_info
- Contact ID
- Description
- Street Address
- City
- State
- Zip Code
- Host/Hostess Name
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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About Skipio

Skipio is a conversational business texting platform that helps you automate sales and customer communication.

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