Microsoft Dynamics 365 CRM + Yuccan
Microsoft Dynamics 365 CRM + Yuccan
Microsoft Dynamics 365 CRM + Yuccan integrations
Validate leads in Yuccan when new opportunities are updated in Microsoft Dynamics 365 CRM
Save your time whenever you're updating an opportunity in Microsoft Dynamics 365 CRM. Thanks to this Zapier automation, changes will be reflected on the referral submitted in Yuccan, and it will also automatically notify the user who submitted this referral via Yuccan.
- When this happens...
Updated OpportunityTriggers when an opportunity has been updated.TriggerPolling - automatically do this!
Update LeadUpdates a Lead to the next stepActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Yuccan
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Yuccan
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Owner
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Case/IncidentRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invitation AnsweredTriggers when an invitation has been answered by an Ambassador.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead IDRequired
- CommentRequired
- Notify Ambassador
- Author (SalesRep ID)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom message (optional)
- Locale
- Company (Partnership only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company nameRequired
- Postal addressRequired
- Company SizeRequired
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sales Rep IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador IDRequired
- Sales Rep in charge
- Branch ID
- Custom fieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Branch
- First NameRequired
- Last NameRequired
- Email addressRequired
- RelationshipRequired
- Phone number
- Sales rep ID in charge
- Welcome gift amount
- Welcome gift ways and means
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Target stepRequired
- Reward Level Name
- Reset Reward Level
- Notification Message
- Bonus payment
- Revenue generated
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search by nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search query
- Search in data (Name of the field)
- Search in data (Value of the field)
- Lead ID
- Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Questionnaire name
- Questionnaire ID
- Company (Partnership ONLY)
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Lead ID (optional, for Search only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead Affected
Lead has been affected to another Sales Rep.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ambassador
Triggers when a new Ambassador joined your program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Marketplace Transaction
Triggers when an Ambassador purchases a reward from the Marketplace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead IDRequired
- Sales Rep IDRequired
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador Unique IDRequired
- Ambassador ListRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BranchRequired
- First nameRequired
- Last nameRequired
- Email addressRequired
- Job position unique identifier (ID)Required
- Permissions
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External ID
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Satisfaction Questionnaire IDRequired
- Sales RepRequired
- Customer First NameRequired
- Customer Last NameRequired
- Customer Email AddressRequired
- Customer Phone Number
- Metadata
- Company (Partnership only)
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ambassador IDRequired
- Reward IDRequired
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Unique Identifier (ID)
- Email address
- Phone number
- Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Only for answers
- Branch unique identifier
- Sales Rep unique identifier
- Invitation source
- Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email address
- First name
- Last name
- First account created
- Has Permission(s)
- Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your app
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