Microsoft Dynamics 365 CRM + Protexting

Update Protexting contacts when Microsoft Dynamics 365 CRM contacts are updated

Keep your Protexting contact list up-to-date with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, the corresponding contact in Protexting will be updated as well. This automation ensures consistent contact information across both platforms, saving you time and effort in managing your contact data.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Update Contact
Update Contact by Phone Number
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
- Groups
Trigger
Polling
Try It
- GroupRequired
- Mobile PhoneRequired
- First Name
- Last Name
- Email Address
Action
Write
- Amazon Order IdRequired
- Order Status
- Buyer Name
- Buyer Email
- Purchase Date
- Order Items Order Item Title
- Order Items Order Item Quantity Ordered
- Order Items Order Item Seller Sku
- Order Items Order Item Asin
- Order Items Order Item Order Item ID
- Order Items Order Item Product Info Number Of Items
- Shipping Address Name
- Order Items Order Item Item Price Amount
- Shipping Address City
- Shipping Address State Or Region
- Shipping Address Postal Code
- Order Total Amount
- Shipping Address Country Code
- Shipping Address Address Line1
- Shipping Address Phone
- Sales Channel
- Fulfillment Channel
- Order Total Currency Code
- Marketplace ID
Action
Write
- Mobile PhoneRequired
- Message
- Link Resource
Action
Write

- 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
New Contact's Shipping Details
Triggers when New Contact's Shipping Details
Trigger
Polling
Try It
New Inbound SMS or MMS Message
New inbound SMS or MMS message received from ProTexting.
Trigger
Polling
Try It
- Mobile PhoneRequired
- First Name
- Last Name
- Email Address
- City
- Zip Code
Action
Write
- Campaign Name
- MessageRequired
- Date Time
- Select GroupsRequired
Action
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 Protexting

ProTexting is a provider of SMS and MMS messaging tools.

Related categories

Phone & SMS

Related Zap Templates

Update Protexting contacts when new contacts are added in Microsoft Dynamics 365 CRM

Update Protexting contacts when new leads are added in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Protexting

Update Protexting contacts when Microsoft Dynamics 365 CRM contacts are updated

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 or Updated Contact

Create Contact

Push Amazon Orders

Send Notification SMS

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 Contact's Shipping Details

New Inbound SMS or MMS Message

Update Contact

Send or Schedule Group SMS

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Protexting

Related categories

Related Zap Templates

Related Zap Templates