Microsoft Dynamics 365 CRM + TimelinesAI
Send WhatsApp messages via TimelinesAI when new leads are updated in Microsoft Dynamics 365 CRM
Enhance your communication strategy effortlessly. Automatically send WhatsApp messages via TimelinesAI whenever there are updates to your leads in Microsoft Dynamics 365 CRM. Stay on top of important changes without any extra effort.
Enhance your communication strategy effortlessly. Automatically send WhatsApp messages via TimelinesAI whenever there are updates to your leads in Microsoft Dynamics 365 CRM. Stay on top of important changes without any extra effort.
- When this happens...
Updated LeadTriggers when a lead has been updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Message to New ChatSends message to new chat.
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 Incoming Chat
Triggers when a new incoming chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Received Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Chat Renamed
Triggers when a chat is renamed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChat Id
Whatsapp Account Phone
Whatsapp chat jid
Attachment URLRequired
Name of attached file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Whatsapp AccountRequired
Phone numberRequired
Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone
Chat Id
ActionThis is an event a Zap performs.SearchFind existing data in your appWhatsapp Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 foundChat Closed
Triggers when a chat is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Outgoing Chat
Triggers when a new outgoing chat is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sent Message
Triggers when a new message is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Uploaded File
Triggers when new uploaded_file is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planChat Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Chat Id
Whatsapp Account Phone
Whatsapp chat jid
Message textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Chat Id
Whatsapp Account Phone
Whatsapp chat jid
Uploaded fileRequired
Name of attached file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Whatsapp Message IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
Related categories
About TimelinesAI
Related categories
Related Zap Templates
- Update contacts in Microsoft Dynamics 365 CRM and send messages to new chats in TimelinesAI
- Send files to TimelinesAI chats when new leads are created in Microsoft Dynamics 365 CRM
- Create messages in TimelinesAI for new contacts in Microsoft Dynamics 365 CRM
- Create and send messages to new chats in TimelinesAI for new leads in Microsoft Dynamics 365 CRM
- Create leads in Microsoft Dynamics 365 CRM when new WhatsApp chats are received in TimelinesAI