Microsoft Dynamics 365 CRM + Sertifier

Update Sertifier credentials from newly updated leads in Microsoft Dynamics 365 CRM

Wrong spelling on someone's name? No problem! Use this template to update a badge or certificate in Sertifier Certificates every time you update a new lead in Microsoft Dynamics 365 CRM.

When this happens...
Updated Lead
Triggers when a lead has been updated.
TriggerPolling
automatically do this!
Add & Publish Credential
Adds, and if wanted publishes, a Credential to a Campaign.
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
New Badge Design
Triggers when a new badge design is created.
Trigger
Polling
Try It
New Certificate Design
Triggers when a new certificate design is created.
Trigger
Polling
Try It
New Email Template
Triggers when new email template is created.
Trigger
Polling
Try It
- TitleRequired
- DetailRequired
- Certificate Design
- Badge Design
- Email TemplateRequired
- Email From NameRequired
- Email SubjectRequired
- Email From Address
- Private Campaign
Action
Write
- Credential Id or Certificate NoRequired
Action
Write
- Credential IDRequired
- Recipient Name
- Issue Date
- Expire Date
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 Attributes
Triggers when a new Attribute is created.
Trigger
Polling
Try It
New Campaign
Triggers when a new Campaign is created.
Trigger
Polling
Try It
New Detail
Triggers when new Detail is created.
Trigger
Polling
Try It
- Search TermRequired
Trigger
Polling
Try It
- TypeRequired
- TitleRequired
- DescriptionRequired
- Duration NumberRequired
- Duration TypeRequired
- CostRequired
- Expiry Date
- Send Expiry Date Emails
- LevelRequired
- Earning CriteriaRequired
- SkillsRequired
Action
Write
- CampaignRequired
- NameRequired
- EmailRequired
- Issue Date
- Expire Date
- Quick PublishRequired
- External ID
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.

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About Sertifier

Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.

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Microsoft Dynamics 365 CRM + Sertifier

Update Sertifier credentials from newly updated leads in Microsoft Dynamics 365 CRM

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 Badge Design

New Certificate Design

New Email Template

Create Campaign

Create PDF Download Link of Credential

Update Credential

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 Attributes

New Campaign

New Detail

New Skills

Create Detail

Add & Publish Credential

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Sertifier

Related categories