Microsoft Dynamics 365 CRM + WishList Member

Update contacts in Microsoft Dynamics 365 CRM and remove members from levels in WishList Member

Effortlessly maintain an organized membership database with this automation between Microsoft Dynamics 365 CRM and WishList Member. Whenever a contact is updated in your CRM, this workflow will instantly remove the member from their assigned level in WishList Member, ensuring your membership platform always reflects the latest changes. Maintain accurate records and save time by streamlining your data management process.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Remove Member From Level
Removes a member from a membership level in WishList Member.
ActionWrite

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Supported triggers and actions

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 EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 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
- 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 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
- 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
- Level
Trigger
Instant
Try It
- Level
Trigger
Instant
Try It
Member Removed
Triggers when a member is removed from WishList Member.
Trigger
Instant
Try It
- Email AddressRequired
- LevelRequired
- Transaction ID
Action
Write
- Email AddressRequired
- LevelRequired
Action
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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
- Level
Trigger
Instant
Try It
- Level
Trigger
Instant
Try It
Member Added
Triggers when a new member is added to WishList Member.
Trigger
Instant
Try It
- UsernameRequired
- Email AddressRequired
- Update User if Existing
- Password
- Full Name
- First Name
- Last Name
- Level
- Transaction ID
- Send Email(s)
- Home Phone Number
- Work Phone Number
- Mobile Phone Number
- Company Name
- Address (Line 1)
- Address (Line 2)
- City
- State
- Zip Code
- Country
Action
Write
- Email AddressRequired
- LevelRequired
Action
Write
- Email AddressRequired
- LevelRequired
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

Related categories

Similar apps

About WishList Member

WishList Member is a powerful & easy to use plugin for running a membership site with WordPress. (Requires WishList Member 3.0 or higher).

Learn more

Related categories

Similar apps

Zapier Interfaces

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

Related Zap Templates

Update WishList Member levels when contacts are modified in Microsoft Dynamics 365 CRM

Create or update WishList Member profiles for new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + WishList Member

Update contacts in Microsoft Dynamics 365 CRM and remove members from levels in WishList Member

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Member Cancelled From Level

Member Uncancelled From Level

Member Removed

Add Member to Level

Remove Member From Level

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Member Added to Level

Member Removed From Level

Member Added

Add or Update Member

Cancel Member From Level

Uncancel Member From Level

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About WishList Member

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates