Microsoft Dynamics 365 CRM + Sally + Looping by Zapier + Filter by Zapier + Formatter by Zapier

Create Dynamics 365 notes on leads for new Sally appointment summaries

Moving entire appointment summaries to Dynamics 365 is a truly gargantuan effort. This integration can help, automatically copying a pre-formatted Sally appointment summary to a Dynamics 365 note and matching it to existing lead entries within your Dynamics 365 instance.

When this happens...
New Summary for Appointment Created
Triggers when Sally has created a summary of the appointment.
TriggerInstant
automatically do this...
Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
ActionWrite
then do this...
Find Lead
Finds a lead by email address or other searchable field.
ActionSearch
then do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
ActionWrite

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Supported triggers and actions

- DirectoryRequired
- Current UserRequired
Trigger
Instant
Try It
- DirectoryRequired
- SubjectRequired
- Description
Action
Write
- Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to LoopRequired
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
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
- Only continue if...Required
Action
Filter
- TransformRequired
Action
Write
- TransformRequired
Action
Write

- DirectoryRequired
- Current UserRequired
Trigger
Instant
Try It
- DirectoryRequired
- SubjectRequired
- Due DateRequired
- OwnerRequired
- Responsible UserRequired
Action
Write
- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write
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
- TransformRequired
Action
Write
- TransformRequired
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 Sally

Sally automatically transcribes meetings, creates clear summaries and transfers all notes & tasks to the tools of your choice.

Related categories

Transcription

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Learn more

Related categories

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Related categories

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn more

Related categories

Related Zap Templates

Create Dynamics 365 notes for new Sally appointment summaries

Related Zap Templates

Create Dynamics 365 notes for new Sally appointment summaries

Microsoft Dynamics 365 CRM + Sally + Looping by Zapier + Filter by Zapier + Formatter by Zapier

Create Dynamics 365 notes on leads for new Sally appointment summaries

New Summary for Appointment Created

Create Appointment

Create Loop From Line Items

Create Loop From Text

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

Only continue if...

Numbers

Utilities

New Summary for Uploaded Video/Audio Recording Created

Create Task

Create Loop From Numbers

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

Date / Time

Text

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Sally

Related categories

About Looping by Zapier

Related categories

About Filter by Zapier

Related categories

About Formatter by Zapier