Microsoft Dynamics 365 CRM + Sally + Looping by Zapier + Filter by Zapier + Formatter by Zapier

Create Dynamics 365 notes for new Sally appointment summaries

Moving entire appointment summaries to Dynamics 365 is a truly gargantuan effort. This integration can help, automatically copying a pre-formatted Sally appointment summary to a Dynamics 365 note and matching it to existing contact entries within your Dynamics 365 instance.

Moving entire appointment summaries to Dynamics 365 is a truly gargantuan effort. This integration can help, automatically copying a pre-formatted Sally appointment summary to a Dynamics 365 note and matching it to existing contact entries within your Dynamics 365 instance.

  1. When this happens...
    SallySally
    New Summary for Appointment Created

    Triggers when Sally has created a summary of the appointment.

    TriggerInstant
  2. automatically do this...
    Looping by ZapierLooping by Zapier
    Create Loop From Line Items

    Creates a new Loop from line item(s). This is an advanced action!

    ActionWrite
  3. then do this...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Find Contact

    Finds a contact by email address or other searchable field.

    ActionSearch
  4. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  5. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  6. then do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  7. then do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

    • DirectoryRequired

    • Current UserRequired

    Trigger
    Instant
    Try It
    • DirectoryRequired

    • SubjectRequired

    • Due DateRequired

    • OwnerRequired

    • Responsible UserRequired

    Action
    Write
    • Help Warning

    • Loop iteration counter start

    • Loop iteration counter end

    • Loop iteration counter increment amount

    • Maximum number of Loop iterations

    Action
    Write
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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

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  • CRM (Customer Relationship Management)
  • Microsoft

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sally logo
sally logo

About Sally

Sally automatically transcribes meetings, creates clear summaries and transfers all notes & tasks to the tools of your choice.

Related categories

  • Transcription
looping logo
looping logo

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.
Learn more

Related categories

  • Developer Tools
  • Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

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  • Developer Tools
  • Zapier
formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier