Connect Taplio and Microsoft Dynamics 365 CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Taplio with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Engagement Received" from Taplio.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Taplio and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Engagement Received
Triggers when someone likes or comments one of your post. Data are updated on Taplio's side a few times per day.
Try ItTriggerPolling - New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- Post Published
Triggers when a post is published by Taplio.
Try ItTriggerInstant - New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling
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