Microsoft Dynamics 365 CRM + Pluvo
Create and update Pluvo users from new Microsoft Dynamics 365 CRM contacts
Keep your Pluvo users up to date with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, their information will be used to update the corresponding user in Pluvo. This seamless integration ensures that your Pluvo users always have the most current details and saves you time on manual updates.
Keep your Pluvo users up to date with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, their information will be used to update the corresponding user in Pluvo. This seamless integration ensures that your Pluvo users always have the most current details and saves you time on manual updates.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update UserTriggers when a user is updated.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Group
Triggers when a group is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create E-Learning
Triggers when e-learning is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update E-Learning
Triggers when e-learning is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete User
Triggers when a user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User ReferenceRequired
Group referenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group update
Group referenceRequired
Name
Enable Chat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User referenceRequired
E-Learning referenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User update
User referenceRequired
Name
Email
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Progress search
Since
User reference
ActionThis is an event a Zap performs.SearchFind existing data in your appUser referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appE-Learning referenceRequired
TitleRequired
Subtitle
Introduction
Start Date
End Date
Active
Show Participants
Show Shared Files
Enable Chat
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 foundModule Group Unlocked
Triggers when a module group in a learning journey is unlocked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Group
Triggers when a group is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Group
Triggers when a group is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete E-Learning
Triggers when e-learning is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create User
Triggers when a user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update User
Triggers when a user is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User ReferenceRequired
Group referenceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User referenceRequired
E-Learning referenceRequired
Send invite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.E-Learning update
E-Learning referenceRequired
Title
Subtitle
Introduction
Start Date
End Date
Active
Show Participants
Show Shared Files
Enable Chat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appE-Learning referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup referenceRequired
NameRequired
Enable Chat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundUser referenceRequired
NameRequired
EmailRequired
Active
Send invite
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
About Microsoft Dynamics 365 CRM
Related categories
