Microsoft Dynamics 365 CRM + Workable

Add tags to Workable candidates when new contacts are created in Microsoft Dynamics 365 CRM

Effortlessly manage new contacts in Microsoft Dynamics 365 CRM and effectively handle your candidates in Workable with this automation. When a new contact is added to Dynamics 365 CRM, this workflow instantly applies a designated tag to a candidate in Workable. Simplify your contact and candidate management process, stay organized, and save valuable time.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Add Tag to Candidate
Adds one or more tags to a selected Candidate in Workable.
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
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
- 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
- Account
- Job
- Stage
Trigger
Instant
Try It
- Account
- Job
- Stage
Trigger
Instant
Try It
- AccountRequired
- Address
- Cover Letter
- Disqualification Reason
- Disqualified
- Domain
- EmailRequired
- First NameRequired
- Headline
- Last NameRequired
- Phone
- Resume URL
- Summary
- Comment
- JobRequired
- SourcedRequired
- Stage
Action
Write
- AccountRequired
- CandidateRequired
- Overwrite Existing Tags?
- TagsRequired
Action
Write
- AccountRequired
- Candidate E-MailRequired
- JobRequired
- Stage
Action
Search
- AccountRequired
- Candidate E-MailRequired
- JobRequired
- Stage
- Address
- Cover Letter
- Disqualification Reason
- Disqualified
- Domain
- EmailRequired
- First NameRequired
- Headline
- Last NameRequired
- Phone
- Resume URL
- Summary
- Comment
- SourcedRequired
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
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
- AccountRequired
- Job
- Stage
Trigger
Scheduled
Try It
- AccountRequired
- CandidateRequired
- CommentRequired
- MemberRequired
- Policy
Action
Write
- AccountRequired
- CandidateRequired
- JobRequired
- StageRequired
- MemberRequired
Action
Write
- AccountRequired
- Candidate E-MailRequired
- Job
- Stage
Action
Search
- AccountRequired
- Job TitleRequired
Action
Search

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 Workable

Workable is a beautifully simple tool that helps you advertise jobs, screen candidates and accelerate your company's hiring process.

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Microsoft Dynamics 365 CRM + Workable

Add tags to Workable candidates when new contacts are created in Microsoft Dynamics 365 CRM

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

New Candidate

Account

Job

Stage

Updated Candidate Stage

Account

Job

Stage

Create Candidate

AccountRequired

Address

Cover Letter

Disqualification Reason

Disqualified

Domain

EmailRequired

First NameRequired

Headline

Last NameRequired

Phone

Resume URL

Summary

Comment

JobRequired

SourcedRequired

Stage

Add Tag to Candidate

AccountRequired