Microsoft Dynamics 365 CRM + Teamwork Desk

Update Teamwork Desk customers when Microsoft Dynamics 365 CRM contacts are modified

Effortlessly keep your customer database up-to-date with this Microsoft Dynamics 365 CRM and Teamwork Desk automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will create a new customer in Teamwork Desk, ensuring your team has the latest information at their fingertips. Streamline your database management and provide better customer service with this seamless integration.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create Customer
Creates a new customer.
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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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search
Find Campaign Response
Finds a campaign response.
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
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- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- Assign ToRequired
Action
Write
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
- Bcc
- MessageRequired
- Message Format
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
- Notify Creating Agent
- Task ID
Action
Write
- TicketRequired
Action
Write
- TicketRequired
- Inbox
- Source
- Type
- Customer ID
- Customer Email
- Customer Full Name
- Subject
- Cc
- Bcc
- Message
- Message Format
- Status
- Assigned To
- Priority
- Tags
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- InboxRequired
- SourceRequired
- TypeRequired
- Customer EmailRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Phone Number
- Customer Mobile Number
- SubjectRequired
- Cc
- Bcc
- MessageRequired
- Message Format
- StatusRequired
- Assigned To
- Priority
- Tags
- Notify Customer
- Notify Creating Agent
- Task ID
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- Inbox Filter
Trigger
Instant
Try It
- TicketRequired
- TypeRequired
- Message Format
- Cc
- Bcc
- BodyRequired
- StatusRequired
- Assigned To
- Agents to Notify
- Make This a Draft?Required
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- TicketRequired
- Task IDRequired
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
Action
Write
- Search KeywordsRequired
Action
Search
- Search KeywordsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Company
- Job Title
- Phone
- Mobile
- Twitter
- Facebook
- Google Plus
- Linked In
- Address
- Notes
- Avatar URL
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.

Learn more Help

Related categories

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Zapier Interfaces

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

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Learn more Help

Related categories

Customer Support

PRODUCTS

CAPABILITIES

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Microsoft Dynamics 365 CRM + Teamwork Desk

Update Teamwork Desk customers when Microsoft Dynamics 365 CRM contacts are modified

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

Find Opportunity

Info

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

Find or Create Contact

Info

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

Find or Create Opportunity

Info

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

New Customer

Thread Edited

Inbox Filter

New Ticket

Inbox Filter

Ticket Unassigned

Inbox Filter

Assign Ticket

TicketRequired

Assign ToRequired

Create Ticket

InboxRequired

SourceRequired

TypeRequired

Customer EmailRequired

Customer First NameRequired

Customer Last NameRequired

Customer Phone Number

Customer Mobile Number

SubjectRequired

Cc

Bcc

MessageRequired

Message Format

StatusRequired

Assigned To

Priority

Tags

Notify Customer

Notify Creating Agent

Task ID

Unassign Ticket

TicketRequired

Update Ticket

TicketRequired

Inbox

Source

Type

Customer ID

Customer Email