1.Catches advocate event payload
Integrate Webhooks by Zapier and event parsing tools to extract event name, email, external id, image URL, and status flags to build variables.
Update advocate profiles and CRM logos from events
Automatically monitor advocate event payloads across Webhooks by Zapier, Paths by Zapier, and Microsoft Dynamics 365. Create and update when advocate joined, image uploaded, or status flags changeβso you can refresh member records, update CRM logos, and prevent manual profile upkeep.
How this automation refreshes advocate profiles
When advocate events arrive out of sync, logos and profiles go stale across systems. This automation catches event payloads, routes updates, and updates advocacy records and CRM logo fieldsβso your team can keep contact assets accurate.
Webhooks by Zapieror swap with your favorite app
2.Routes events into two paths
Integrate Paths by Zapier and workflow routing to split events into Advocate Joined path and Image Uploaded path so only qualifying records proceed.
Paths by Zapieror swap with your favorite app
3.Finds contact by email
Integrate Microsoft Dynamics 365 and CRM search to match email to a contact record so you can pass the record id forward.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Finds lead by email fallback
Integrate Microsoft Dynamics 365 and CRM lead lookup to search by email when no contact is found so updates still land.
5.Builds advocacy update payload
Integrate Code by Zapier and data mapping tools to create a JSON body from status flags, dates, external ids, and logo URL to prepare an update.
Code by Zapieror swap with your favorite app
6.Sends PATCH update to advocacy endpoint
Integrate Webhooks by Zapier and API tools to send a PATCH request with the built JSON so member records get updated.
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