Microsoft Dynamics 365 CRM integration with Seidat
How to Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
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 "Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM" 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.
Automate Seidat integrations
Seidat actions
Nekton can use any feature that is available in Seidat API.
Using our advanced AI, you can easily create custom automations for Seidat.
Here are some typical actions you can do in your automated workflows.
Create Shared Link
Creates a new shared link for the presentation.
Create Presentation
Creates a new empty presentation.
Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
New Presentation
Triggers when a new presentation is created.
Shared Link Viewed
Triggers when a shared link is viewed.
About Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.