Microsoft Dynamics 365 CRM + Sendoso

Create egifts for new Microsoft Dynamics 365 CRM contacts with Sendoso

Easily welcome new contacts in Microsoft Dynamics 365 CRM by sending them eGifts through Sendoso. With this workflow, whenever you add a new contact in your CRM, a personalized eGift will be sent via Sendoso, making it seamless to show appreciation and strengthen relationships with your valuable clients. Enhance your customer experience without any manual effort using this smart integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Send an eGift
Send an eGift from your Sendoso account.
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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
Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Polling
Try It
- Tracking NumberRequired
Action
Write
- Touch ID
Action
Write
- Touch IDRequired
- Recipient EmailRequired
- eGift AmountRequired
- Custom MessageRequired
Action
Write
- Touch IDRequired
- Style Product IDRequired
- Recipient NameRequired
- Email
- Recipient Street AddressRequired
- Recipient Street Address 1
- Recipient City/TownRequired
- Recipient State/ProvinceRequired
- Recipient Zip/Postal CodeRequired
- Recipient CountryRequired
- Custom Message
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 Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Polling
Try It
- Touch ID
- eGift AmountRequired
- Recipient Email
Action
Write
- Touch ID
Action
Write
- Touch IDRequired
- Recipient NameRequired
- Recipient EmailRequired
- Address Collection Message
- Notecard Message
Action
Write
- Touch IDRequired
- Recipient NameRequired
- Recipient EmailRequired
- Recipient Street AddressRequired
- Recipient Street Address 1
- Recipient City/TownRequired
- Recipient State/ProvinceRequired
- Recipient ZIP/Postal CodeRequired
- Recipient CountryRequired
- Custom Message
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 Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.

Related categories

Marketing

Related Zap Templates

Send gifts with Sendoso for newly won opportunities in Microsoft Dynamics 365 CRM

Create egifts in Sendoso for new leads in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Sendoso

Create egifts for new Microsoft Dynamics 365 CRM contacts with Sendoso

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

Send Status Updated

Get Send Status

Get Campaigns (Touches) by ID

Send an eGift

Send Physical Gift With Style Product

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 Send

Generate eGift Link

Get Styles From Campaign (Touch)

Send a Physical Gift With Address Collection

Send a Physical Gift

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Sendoso

Related categories

Related Zap Templates

Related Zap Templates