Microsoft Dynamics 365 CRM + Zoho Desk

Update Zoho Desk attachments when Microsoft Dynamics 365 CRM contacts are modified

Keep your customer support documents up-to-date with this automation that connects Microsoft Dynamics 365 CRM and Zoho Desk. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow automatically adds an attachment to a related ticket in Zoho Desk. Save time and ensure that your support team always has the latest information about your customers.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Add Attachment
Add an attachment to a ticket.
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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- StatusRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- ContentRequired
- PublicRequired
Action
Write
- OrganizationRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- From Address (E-Mail)Required
- To Address (E-Mail)Required
- Content TypeRequired
- Reply ContentRequired
- Is Forward
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select OrganizationRequired
- EmailRequired
Action
Search

- 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
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
- Direction
Trigger
Instant
Try It
- OrganizationRequired
- DepartmentRequired
Trigger
Instant
Try It
- OrganizationRequired
- Ticket IDRequired
- FileRequired
- Public
Action
Write
- OrganizationRequired
- Account NameRequired
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write
- OrganizationRequired
- DepartmentRequired
- ContactRequired
- SubjectRequired
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- TicketRequired
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- OrganizationRequired
- DepartmentRequired
- Ticket NumberRequired
Action
Search
- OrganizationRequired
- EmailRequired
- Account
- Last NameRequired
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or 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 Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn more

Related categories

Related Zap Templates

Create new Zoho Desk accounts for Microsoft Dynamics 365 CRM contacts

Create Zoho Desk contacts for new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Zoho Desk

Update Zoho Desk attachments when Microsoft Dynamics 365 CRM contacts are modified

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

New Agent

New Attachment

New Contact

New Status Change

Updated Ticket

Add Comment

Create Contact

Send E-Mail Reply

API Request (Beta)

Find Contact

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

New Account

New Article

New Comment

New Message

New Ticket

Add Attachment

Create Account

Create Ticket

Update Ticket

Search Ticket

Find or Create Contact

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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