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Create Microsoft Dynamics Workflows in Minutes

Add email label in Gmail on a New contact in Microsoft Dynamics
Add email label in Gmail on a New lead in Microsoft Dynamics
Add New contact in Freshdesk on a New contact in Microsoft Dynamics
Add New contact in Freshdesk on a New lead in Microsoft Dynamics
Archive email in Gmail on a New contact in Microsoft Dynamics
Create comment in Jira Service Management on a New contact in Microsoft Dynamics
Create comment in Jira Service Management on a New lead in Microsoft Dynamics
Create contact in Outlook on a New contact in Microsoft Dynamics
Create Microsoft Azure AD and ServiceNow workflow in minutes

Trigger

Account Updated

Account update in Microsoft Dynamics

New Account Created

New account in Microsoft Dynamics

New Contact Created

New contact in Microsoft Dynamics

New Customer Created

New customer in Microsoft Dynamics

Actions

Add Account

Create account in Microsoft Dynamics

Add Contact

Create contact in Microsoft Dynamics

Add Lead

Create lead in Microsoft Dynamics

Add Opportunity

Create opportunity in Microsoft Dynamics

cahe_manager

Robert Zeitz

Director of Cloud Applications & Service Delivery

Quotes

After using a few different automation workflow programs, we decided to go with Workativ for its easy-to-use interface and systems integration. Using Workativ feels like it was truly designed with the user in mind. More importantly, the Workativ team has shown tremendous customer support, allowing us to continue to expand their software’s capabilities to meet our needs.

The Workativ team always considers the users feed backs and needs to create brand new features allowing us to design out the exact workflow we need. With their support we have been able to automate our onboarding, offboarding, and up keeping our employee data across all systems.

We look forward to further exploring the world of automation with their help!

Why Workativ Automate?

Most workflow products are complex, expensive, and bloated with things that you don’t need. Workativ Automate is purpose built iPaaS to help you connect and automate your workplace tasks. It’s easy to use yet powerful, and affordable to all.

join leading innovators

Simple and Intuitive

Create app integrations and workflows using simple UI interface. No coding or developer support required.

Powerful Tools

Format data, add conditional logic, set approvals, or time intervals into your workflows.

100+ Connectors

Connect 100+ cloud apps. Use app triggers, webhooks to run your workflows.

Secure & Reliable

Data encryption at rest and transit, data retention controls and audit logs. ISO 27001 certified.

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Automate sales operations and contact management in Microsoft Dynamics. Send automated emails, create groups, and add employees in Office 365.Do much more by connecting Microsoft Dynamics and Office 365.

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Automate sales operations and contact management in Microsoft Dynamics. Get file link and documents in SharePoint.Do much more by connecting Microsoft Dynamics and SharePoint.