Microsoft Dynamics 365 CRM + TextSanity

Create new TextSanity contacts from Microsoft Dynamics 365 CRM contacts

Streamline your contact management process with this efficient workflow that connects Microsoft Dynamics 365 CRM and TextSanity. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will instantly create a contact in TextSanity, ensuring your messaging system is always up-to-date with the latest information. Save time and keep your contacts organized across platforms without any manual effort.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a contact
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- 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
- KeywordRequired
Trigger
Scheduled
Try It
- Phone Number
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone NumberRequired
- Message To SendRequired
- Combined Name
- First Name
- Last Name
- Email
- Birthday
- Notes
- Tags
Action
Write
- Phone NumberRequired
- Opt-in Message
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
- Drip Campaigns
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
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)
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)
- 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)
Action
Search or write
- Filter Contacts By Tags
Trigger
Scheduled
Try It
- PhoneRequired
- KeywordRequired
Action
Write
- Phone NumberRequired
- Message To SendRequired
- Date To Send MessageRequired
- Time To Send MessageRequired
- Combined Name
- FIrst Name
- Last Name
- Email
- Birthday
- Notes
- Tags
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.

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Zapier Interfaces

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

About TextSanity

Connect TextSanity with apps you use everyday. Integrate with 3,000 apps on Zapier - it's the easiest way to automate your text marketing.

Help

Related categories

Phone & SMS

PRODUCTS

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Microsoft Dynamics 365 CRM + TextSanity

Create new TextSanity contacts from Microsoft Dynamics 365 CRM contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Keyword Response

KeywordRequired

Create Contact

Phone Number

Combined Name

First Name

Last Name

Email

Birthday

Notes

Tags

Send Message

Phone NumberRequired

Message To SendRequired

Combined Name

First Name

Last Name

Email

Birthday

Notes

Tags

Send Opt-In Message

Phone NumberRequired

Opt-in Message

Combined Name

FIrst Name

Last Name

Email