Microsoft Dynamics 365 CRM + SOLAPI

Create and send sms for new Microsoft Dynamics 365 CRM contacts using SOLAPI

Stay connected with new Microsoft Dynamics 365 CRM contacts by sending them a SMS using SOLAPI. This automation instantly sends a personalized text message to new contacts, ensuring they receive immediate communication for a seamless experience. Foster relationships and keep clients informed with this efficient workflow.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
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
Try It
- Info
Trigger
Scheduled
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- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
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- Info
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Custom EntityRequired
- 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
- 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)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
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
New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
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- Commerce Hook | 커머스 자동화Required
Trigger
Instant
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Send Kakao AlimTalk
Send a Kakao AlimTalk BusinessMessage. "AilmTalk Template" registration is required before sending. | 카카오 알림톡 메시지를 발송합니다. 알림톡 템플릿 사전등록이 필요합니다.
Action
Write
Send Text Message
Send a Text Message (SMS / LMS / with Image) | 일반 문자메시지를 발송합니다. (단문, 장문, 이미지 포함)
Action
Write

- Info
Trigger
Scheduled
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- Info
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
Try It
- Info
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
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)
- Search By Email Only
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)
- Search By Email Only
- 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)
- Owner
Action
Search or write
- Result | 메시지 결과Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 (PFID 또는 ChannelId 입력)
- Kakao Template ID | 특정 알림톡 템플릿 (templateId 입력)
Trigger
Instant
Try It
Add Contact to Address Book
Add a new contact to your SOLAPI address book. | 솔라피 주소록에 새로운 연락처를 추가합니다.
Action
Write
Send Kakao FriendTalk
Send a Kakao FriendTalk Business Message. (Kakao Channel Friends Only.) | 카카오 친구톡 메시지를 발송합니다. (카카오 채널 친구에게만 발송 가능)
Action
Write
- Request URLRequired
- HTTP Request MethodRequired
- Body Parameters (JSON Format String)
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 more Help

Related categories

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CRM (Customer Relationship Management)

Insightly

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

Learn more Help

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

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Microsoft Dynamics 365 CRM + SOLAPI

Create and send sms for new Microsoft Dynamics 365 CRM contacts using SOLAPI

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Campaign Response

Update Custom Entity

Info

Custom Entity ActionRequired

Update Invoice

Info

InvoiceRequired

Update Opportunity

Info

OpportunityRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Group Report

New Commerce Action

Commerce Hook | 커머스 자동화Required

Send Kakao AlimTalk

Send Text Message

Updated Account

Info

Updated Contact