inSided integration with Microsoft Dynamics 365 CRM
How to Add new inSided users to Microsoft Dynamics 365 CRM as contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new inSided users to Microsoft Dynamics 365 CRM as contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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inSided actions
Nekton can use any feature that is available in inSided API.
Using our advanced AI, you can easily create custom automations for inSided.
Here are some typical actions you can do in your automated workflows.
Add Custom Role to User
Adds custom role to user.
Append Moderator Tags to Topic
Appends moderator tags to topic.
Assign Points
Assign points to a user.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Topic by Moderator Tag
Finds a topic by a moderator tag.
Find a User
Finds a user by Username, Email Address or ID.
About inSided
inSided offers a customer success community platform for B2B software companies. We scale customer success by increasing self service and engagement with customers at crucial phases of their journey.