STEP 1
Connect Apptivo and Microsoft Dynamics CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Microsoft Dynamics CRM Integration
Connect Apptivo and Microsoft Dynamics CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Apptivo and Microsoft Dynamics CRM
Detailed info you need to know about Apptivo and Microsoft Dynamics CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Microsoft Dynamics CRM
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. [6]
How to connect Apptivo to Microsoft Dynamics CRM
Set up your Apptivo and Microsoft Dynamics CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Microsoft Dynamics CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Microsoft Dynamics CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Microsoft Dynamics CRM work in WEXTL?
WEXTL exposes actions and triggers for Apptivo and Microsoft Dynamics CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Apptivo triggersMicrosoft Dynamics CRM actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Microsoft Dynamics CRM modules
- Associate RecordsAssociates two rows through a relationship.
- Create AccountCreates a account.
- Create AppointmentCreates a appointment.
- Create CaseCreates a case.
- Create ContactCreates a contact.
- Create EmailCreates a email.
- Create LeadCreates a lead.
- Create OpportunityCreates a opportunity.
- Create Phone CallCreates a phone call.
- Create RecordCreates a row in the selected table.
- Create TaskCreates a task.
- Create UserCreates a user.
- Delete AccountDeletes a account.
- Delete AppointmentDeletes a appointment.
- Delete CaseDeletes a case.
- Delete ContactDeletes a contact.
- Delete EmailDeletes a email.
- Delete LeadDeletes a lead.
- Delete OpportunityDeletes a opportunity.
- Delete Phone CallDeletes a phone call.
- Delete RecordDeletes a row.
- Delete TaskDeletes a task.
- Delete UserDeletes a user.
- Describe TableReturns metadata for one table.
- Disassociate RecordsRemoves an association between two rows.
- Execute ActionRuns a Dataverse Web API action.
- Execute BatchRuns several operations in one batch request.
- Execute FunctionRuns a Dataverse Web API function.
- Get AccountReturns a single account.
- Get AppointmentReturns a single appointment.
- Get CaseReturns a single case.
- Get ContactReturns a single contact.
- Get EmailReturns a single email.
- Get LeadReturns a single lead.
- Get OpportunityReturns a single opportunity.
- Get Phone CallReturns a single phone call.
- Get RecordReturns a single row by ID.
- Get Related RecordsRetrieves related rows across a collection-valued relationship.
- Get TaskReturns a single task.
- Get UserReturns a single user.
- List AccountsRetrieves a list of accounts.
- List AppointmentsRetrieves a list of appointments.
- List CasesRetrieves a list of cases.
- List ColumnsRetrieves column definitions for a table.
- List ContactsRetrieves a list of contacts.
- List EmailsRetrieves a list of emails.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunitys.
- List Phone CallsRetrieves a list of phone calls.
- List RecordsRetrieves rows from the selected table.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Apptivo and Microsoft Dynamics CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Apptivo and Microsoft Dynamics CRM.
Connect your Apptivo and Microsoft Dynamics CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Microsoft Dynamics CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Microsoft Dynamics CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Microsoft Dynamics CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Microsoft Dynamics CRM integration.
- Apptivo and Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Our Apptivo and Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Microsoft Dynamics CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Microsoft Dynamics CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library