Seidat + Microsoft Dynamics 365 CRM Integrations

How to connect Seidat + Microsoft Dynamics 365 CRM

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Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Seidat
More details
When this happens
Step 1: Opportunity Updated
Then do this
Step 2: Duplicate Presentation
Then do this
Step 3: Find and Replace Text in Presentation
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Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
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Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM + Seidat

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Supported triggers and actions

What does this mean?

New Presentation
Triggers when a new presentation is created.
Trigger
Scheduled
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- PresentationRequired
  The presentation you want to create a link for. Choose one from the list or pass "Presentation ID" from a previous step.
- Link Note
  A private note that will appear next to the shared link in the app.
Action
Write
- Presentation Title
  If left empty, defaults to "New presentation".
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

- PresentationRequired
  The presentation you want to track. Choose one from the list or pass "Presentation ID" from a previous step.
Trigger
Scheduled
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- PresentationRequired
  The presentation you want to duplicate. Choose one from the list or pass "Presentation ID" from a previous step.
- Presentation Title
  If left empty, defaults to "Original presentation title - copy".
- Presentation Tags
  Choose what to do with the presentation tags.
Action
Write
- PresentationRequired
  The presentation you want to update. Choose one from the list or pass "Presentation ID" from a previous step.
- Number of ReplacementsRequired
  The number of text pieces you want to replace.
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

How Seidat + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Seidat and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Seidat + Microsoft Dynamics 365 CRM

About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

Related categories

Images & Design

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Related categories

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CRM (Customer Relationship Management)

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Seidat + Microsoft Dynamics 365 CRM Integrations

How to connect Seidat + Microsoft Dynamics 365 CRM

Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM

Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM

Connect your apps and automate workflows

New Presentation

Create Shared Link

PresentationRequired

Link Note

Create Presentation

Presentation Title

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Shared Link Viewed

PresentationRequired

Duplicate Presentation

PresentationRequired

Presentation Title

Presentation Tags

Find and Replace Text in Presentation

PresentationRequired

Number of ReplacementsRequired

New Contact

New Lead

New Opportunity

Create Account

Info

Create Lead

Info

Update Contact

Info

ContactRequired

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 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)

About Seidat

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive