Microsoft Dynamics 365 CRM + Yuccan
Validate leads in Yuccan when new opportunities are updated in Microsoft Dynamics 365 CRM
Save your time whenever you're updating an opportunity in Microsoft Dynamics 365 CRM. Thanks to this Zapier automation, changes will be reflected on the referral submitted in Yuccan, and it will also automatically notify the user who submitted this referral via Yuccan.
Save your time whenever you're updating an opportunity in Microsoft Dynamics 365 CRM. Thanks to this Zapier automation, changes will be reflected on the referral submitted in Yuccan, and it will also automatically notify the user who submitted this referral via Yuccan.
- When this happens...
Updated OpportunityTriggers when an opportunity has been updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update LeadUpdates a Lead to the next step
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
Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Sales Rep IDRequired
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ambassador Unique IDRequired
Ambassador ListRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BranchRequired
First nameRequired
Last nameRequired
Email addressRequired
Job position unique identifier (ID)Required
Permissions
Display on mobile app
Enable monthly performance notification
Notify by email
Manager
External ID
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ambassador IDRequired
Sales Rep in charge
Branch ID
Custom fieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Branch
First NameRequired
Last NameRequired
Email addressRequired
RelationshipRequired
Phone number
Sales rep ID in charge
Welcome gift amount
Welcome gift ways and means
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email address
Phone number
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appOnly for answers
Branch unique identifier
Sales Rep unique identifier
Invitation source
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail address
First name
Last name
First account created
Has Permission(s)
Company (Partnership only)
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 foundLead ID (optional, for Search only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Affected
Lead has been affected to another Sales Rep.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ambassador
Triggers when a new Ambassador joined your program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
CommentRequired
Notify Ambassador
Author (SalesRep ID)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom message (optional)
Locale
Company (Partnership only)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
Postal addressRequired
Plan unique identifier (ID)Required
Company SizeRequired
Primary Company unique identifier (ID)
External unique identifier (ID)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Rep IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Satisfaction Questionnaire IDRequired
Sales RepRequired
Customer First NameRequired
Customer Last NameRequired
Customer Email AddressRequired
Customer Phone Number
Metadata
Company (Partnership only)
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Target stepRequired
Reward Level Name
Reset Reward Level
Notification Message
Bonus payment
Revenue generated
Estimated payment date
Validated by Sales Rep
Invite Lead in Ambassador Program
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search by nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch query
Search in data (Name of the field)
Search in data (Value of the field)
Lead ID
Company (Partnership only)
ActionThis is an event a Zap performs.SearchFind existing data in your appQuestionnaire name
Questionnaire ID
Company (Partnership ONLY)
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
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