Microsoft Dynamics 365 CRM + TimelinesAI

Send files to TimelinesAI chats when new leads are created in Microsoft Dynamics 365 CRM

Effortlessly stay on top of your sales leads with this efficient workflow. When a new lead is added to Microsoft Dynamics 365 CRM, it automatically sends a file to an existing chat in TimelinesAI, ensuring your team has access to the most up-to-date information and can act promptly. Keep your sales team informed and never miss a potential opportunity with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send File to Existing Chat
Sends file to existing chat.
ActionWrite

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Supported triggers and actions

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
Chat Closed
Triggers when a chat is closed.
Trigger
Instant
Try It
New Outgoing Chat
Triggers when a new outgoing chat is created.
Trigger
Instant
Try It
New Sent Message
Triggers when a new message is sent.
Trigger
Instant
Try It
New Uploaded File
Triggers when new uploaded_file is created.
Trigger
Scheduled
Try It
- Chat Id
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Message textRequired
Action
Write
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Uploaded fileRequired
- Name of attached file
Action
Write
- Whatsapp Message IdRequired
Action
Search
- Name
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
New Incoming Chat
Triggers when a new incoming chat is created.
Trigger
Instant
Try It
New Received Message
Triggers when a new incoming message is received.
Trigger
Instant
Try It
Chat Renamed
Triggers when a chat is renamed.
Trigger
Instant
Try It
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
Trigger
Scheduled
Try It
- Chat Id
- Whatsapp Account Phone
- Whatsapp chat jid
- Attachment URLRequired
- Name of attached fileRequired
Action
Write
- Whatsapp AccountRequired
- Phone numberRequired
- Message textRequired
Action
Write
- Name
- Phone
- Chat Id
Action
Search
- Whatsapp Message IdRequired
Action
Search
- Phone
- Email
Action
Search

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 TimelinesAI

TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Microsoft Dynamics 365 CRM + TimelinesAI

Send files to TimelinesAI chats when new leads are created 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 Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Chat Closed

New Outgoing Chat

New Sent Message

New Uploaded File

Close Chat

Send Message to Existing Chat

Send Uploaded File to Existing Chat

Find Message

Find Uploaded File

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

Find or Create Lead

Find or Create Order

New Incoming Chat

New Received Message

Chat Renamed

New Whatsapp Account

Send File to Existing Chat

Send Message to New Chat

Find Chat

Find Message Status

Find Whatsapp Account

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About TimelinesAI

Related categories