Microsoft Dynamics 365 CRM + zkipster

Create zkipster guests from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your event guest list with this Microsoft Dynamics 365 CRM and zkipster automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will simultaneously create a guest in zkipster, ensuring a smooth transition between CRM and event management. Save time, stay organized, and keep your guest lists up-to-date without manual data entry.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create a Guest
Creates a new guest in the given guest list from your zkipster account.
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
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 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 Event
Triggers when a new event is added to your zkipster account.
Trigger
Instant
Try It
Updated Event
Triggers when an event from your zkipster account gets updated.
Trigger
Instant
Try It
- Event
- Guest ListRequired
- First NameRequired
- Last Name
- Organization
- Country Code
- Phone Number
- Email
- Notification Emails
- Country Code
- Phone Number
- Note
- Total Guests
- Guest Status
- Seating Color
- Custom Field Values - Field Name
- Custom Field Values - Field Value
Action
Write
- NameRequired
- Event Type
- Event Types
- Start Date (UTC)Required
- End Date (UTC)Required
- TimezoneRequired
- Location Description
- Location - Address LineRequired
- Location - CityRequired
- Location - State
- Location - Zip
- Location - CountryRequired
- Location - Latitude
- Location - Longitude
- Addons - Seating Charts
- Addons - Picture Source
- Addons - Badge Print
- Addons - RSVP
Action
Write
- Event
- Guest List
- GuestRequired
- First Name
- Last Name
- Organization
- Country Code
- Phone Number
- Email
- Notification Emails
- Country Code
- Phone Number
- Note
- Total Guests
- Guest Status
- Seating Color
- Custom Field Values - Field Name
- Custom Field Values - Field Value
Action
Write
- Event
- Guest List
- GuestRequired
Action
Search

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
- Event
- Previous State
- Target StateRequired
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- EventRequired
- NameRequired
Action
Write
- EventRequired
- Name
- Event Type
- Event Types
- Start Date (UTC)
- End Date (UTC)
- Timezone
- Location Description
- Location - Address Line
- Location - City
- Location - State
- Location - Zip
- Location - Country
- Location - Latitude
- Location - Longitude
- Addons - Seating Charts
- Addons - Picture Source
- Addons - Badge Print
- Addons - RSVP
Action
Write
- Event
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 zkipster

Event management software for the world’s best events. Trusted by global brands and organizations for custom online invitations, guest check-in, and more.

Help

Related categories

Event Management

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Microsoft Dynamics 365 CRM + zkipster

Create zkipster guests from new Microsoft Dynamics 365 CRM contacts

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 Event

Updated Event

Create a Guest

Event

Guest ListRequired

First NameRequired

Last Name

Organization

Country Code

Phone Number

Email

Notification Emails

Country Code

Phone Number

Note

Total Guests

Guest Status

Seating Color

Custom Field Values - Field Name

Custom Field Values - Field Value

Create a Event

NameRequired

Event Type

Event Types

Start Date (UTC)Required

End Date (UTC)Required

TimezoneRequired

Location Description

Location - Address LineRequired

Location - CityRequired

Location - State

Location - Zip

Location - CountryRequired

Location - Latitude

Location - Longitude

Addons - Seating Charts

Addons - Picture Source

Addons - Badge Print

Addons - RSVP

Update a Guest