Microsoft Dynamics 365 CRM + Synthflow AI

Create cases/incidents in Microsoft Dynamics 365 CRM for completed phone calls in Synthflow AI

Simplify your customer service process with this intuitive workflow. Whenever a phone call wraps up in Synthflow AI, it kicks off the creation of a new case in Microsoft Dynamics 365 CRM. This efficient way of gathering critical communication data enables you to focus more on enhancing your customer service experience.

When this happens...
Phone Call Completed
Triggers after AI assistant completes a phone call. Provides transcript and other relevant information.
TriggerInstant
automatically do this!
Create Case/Incident
Creates a new case/incident.
ActionWrite

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Supported triggers and actions

- Model IDRequired
Trigger
Instant
Try It
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Meeting confirmationRequired
- Booking titleRequired
Action
Write
- Starting meeting dateRequired
- Max slots
- Hours of difference
- Number of days
- TimezoneRequired
- Calendar IDRequired
- Integration
- SMS
- SMS message
- User Email
Action
Write
- IdentifierRequired
- Description
- Choices
Action
Write
- PhoneRequired
- InstructionsRequired
- TimeoutRequired
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write

- Action IDRequired
Action
Write
- Model IDRequired
- Actions
Action
Write

List Actions
Get all the actions available
Action
Write
- Model IDRequired
- Phone NumberRequired
- NameRequired
- Custom variables
- Lead Email
- Lead Timezone
- Prompt
Action
Write
List Assistants
Gets all the assistants
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Integration
- SMS
- SMS message
- User Email
Action
Write
- Action IDRequired
- Identifier
- Description
- Examples
Action
Write
- Action IDRequired
- Content
- Instructions
Action
Write
- Action IDRequired
- Identifier
- Description
Action
Write
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- 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
- 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
- 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

- Model IDRequired
- Actions IDs
Action
Write
- TypeRequired
- NameRequired
- PromptRequired
- Large Language ModelRequired
- LanguageRequired
- Greeting MessageRequired
- Voice IDRequired
- Description
- Phone Number
- External Webhook URL
- Record Conversations
Action
Write
- IdentifierRequired
- Description
- Examples
Action
Write
- ContentRequired
- InstructionsRequired
Action
Write
- IdentifierRequired
- Description
Action
Write
- Model IDRequired
Action
Write
- Action IDRequired
Action
Write
- Model IDRequired
- QueryRequired
- User IDRequired
Action
Write
- Model IDRequired
Action
Write
- Model IDRequired
- Name
- Prompt
- Large Language Model
- Language
- Greeting Message
- Voice ID
- Phone Number
- External Webhook URL
- Record Conversations
- Voice Stability
- Voice Similarity Boost
- Voice Optimize Streaming Latency
- Voice Style
- Speaker boost
- Max Idle Duration in Seconds
- Initial Pause Before Speaking
- Custom vocabulary
- Ring Pause Seconds
- Patience Level
- Call duration
- Limit Call Duration
Action
Write
- Action IDRequired
- Starting meeting date
- Max slots
- Number of days
- Hours of difference
- Timezone
- Meeting confirmation
- Booking title
Action
Write
- Action IDRequired
- Identifier
- Description
- Choices
Action
Write
- Action IDRequired
- Phone
- Instructions
- Timeout
- Digits
- Initiating Message
- Goodbye Message
- Failed Message
Action
Write
- Call IDRequired
Action
Search
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- 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)
- 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

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 Synthflow AI

Synthflow AI is a scalable no-code platform enabling non-tech users and SMEs to create custom LLM solutions using their own data and ideas.

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Microsoft Dynamics 365 CRM + Synthflow AI

Create cases/incidents in Microsoft Dynamics 365 CRM for completed phone calls in Synthflow AI

Phone Call Completed

Create Booking GHL Action

Create Booking Calcom Action

Create Information Extractor Single Choice Action

Create Transfer Call Action

Delete Action

Detach Action

List Actions

Create Call

List Assistants

Update Booking Calcom Action

Update Information Extractor Open Question Action

Update SMS Action

Update Information Extractor Yes No Action

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 Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Attach Action

Create Assistant

Create Information Extractor Open Question Action

Create SMS Action

Create Information Extractor Yes No Action

Delete Assistant

Get Action

Text - Generate Response

Get Assistant

Update Assistant

Update Booking GHL Action

Update Information Extractor Single Choice Action

Update Transfer Call Action

Get Call

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 Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity