LearningSuite + Microsoft Dynamics 365 CRM
Add new leads in Microsoft Dynamics 365 CRM to groups in LearningSuite
Easily streamline your lead management and training processes with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, they will be automatically enrolled in relevant LearningSuite groups. This way, you can ensure that your leads receive the right training materials and resources without manual intervention, helping you save time and improve efficiency.
Easily streamline your lead management and training processes with this workflow. When a new lead is added in Microsoft Dynamics 365 CRM, they will be automatically enrolled in relevant LearningSuite groups. This way, you can ensure that your leads receive the right training materials and resources without manual intervention, helping you save time and improve efficiency.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Members to GroupsAdds Members to Groups
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planInfo
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 appInfo
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundInfo
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
New Community Area
Triggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Publish Status
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Progress AboveRequired
Course
Test Course
Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup ID
Test User ID
Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Group ID
Test User ID
Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Created
Triggers when a new user has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planMemberRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Id
Bundles
Access Given Override
Access Until Override
Unlimited Access
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
CoursesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include never logged in members
Limit
Include Groups
Days not logged in
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Published Courses
Get all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
CourseRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
UserRequired
New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group NameRequired
Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Include Groups
First NameRequired
Last NameRequired
Phone
City
About
Do not send welcome email
Do not require password change
Language
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
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 planNew 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 planNew 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 planNew 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 planNew 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 planOwner
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundBundle Created
Triggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planArea ID
Forum ID
Approved
Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroup Created
Triggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCourse
Module
Lesson
Test User
Test Course
Test Module
Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Feedback
Triggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Not Logged in for DaysRequired
Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGroupRequired
BundlesRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
CoursesRequired
Access Date (Default = now)
Disable Course Access Notification Email
Login Link in Course Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UsersRequired
GroupsRequired
Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub TitleRequired
Internal NameRequired
TemplateRequired
Sort IndexRequired
PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CourseRequired
Immediately Publish Course
Lesson sorting position
NameRequired
Video Url
HTML content
Thumbnail URL
Timestamp in Seconds to Generate the thumbnail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PopupRequired
MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offset
Limit
Include Progress
CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member IDRequired
Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HubRequired
Members
Groups
Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MemberRequired
PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First name
Last name
Phone
About
Position
City
Enabled
UserRequired
Email
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
Include Users
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
