Microsoft Dynamics 365 CRM + Synthflow AI

Microsoft Dynamics 365 CRM + Synthflow AI integrations

Create cases/incidents in Microsoft Dynamics 365 CRM for completed phone calls in Synthflow AI

Simplify your customer service process with this intuitive workflow. Whenever a phone call wraps up in Synthflow AI, it kicks off the creation of a new case in Microsoft Dynamics 365 CRM. This efficient way of gathering critical communication data enables you to focus more on enhancing your customer service experience.

When this happens...
Phone Call CompletedTriggers after AI agent completes a phone call. Provides transcript and other relevant information.
TriggerInstant
automatically do this!
Create Case/IncidentCreates a new case/incident.
ActionWrite

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More things you can do with Synthflow AI and Microsoft Dynamics 365 CRM

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

- Agent ID
  Required
Trigger
Instant
Try It
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Meeting confirmation
  Required
- Booking title
  Required
Action
Write
- Starting meeting date
  Required
- Max slots
- Hours of difference
- Number of days
- Timezone
  Required
- Calendar ID
  Required
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Identifier
  Required
- Description
- Choices
Action
Write
- Phone
  Required
- Instructions
  Required
- Timeout
  Required
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write

- Action ID
  Required
Action
Write
- Model ID
  Required
- Actions
Action
Write

List Actions
Get all the actions available
Action
Write
- Model ID
  Required
- Phone Number
  Required
- Name
  Required
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action ID
  Required
- Identifier
- Description
- Examples
Action
Write
- Action ID
  Required
- Content
- Instructions
Action
Write
- Action ID
  Required
- Identifier
- Description
Action
Write
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

- Model ID
  Required
- Actions IDs
Action
Write
- Type
  Required
- Name
  Required
- Prompt
  Required
- Large Language Model
  Required
- Language
  Required
- Greeting Message
  Required
- Voice ID
  Required
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- Identifier
  Required
- Description
- Examples
Action
Write
- Content
  Required
- Instructions
  Required
Action
Write
- Identifier
  Required
- Description
Action
Write
- Model ID
  Required
Action
Write
- Action ID
  Required
Action
Write
- Model ID
  Required
- Query
  Required
- User ID
  Required
Action
Write
- Model ID
  Required
Action
Write
- Model ID
  Required
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action ID
  Required
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action ID
  Required
- Identifier
- Description
- Choices
Action
Write
- Action ID
  Required
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call ID
  Required
Action
Search
- 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

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 Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

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