Microsoft Dynamics 365 CRM integration with Microsoft Dynamics 365 CRM
How to Send gifts with Sendoso for newly won opportunities 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 "Send gifts with Sendoso for newly won opportunities 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 Sendoso integrations
Sendoso actions
Nekton can use any feature that is available in Sendoso API.
Using our advanced AI, you can easily create custom automations for Sendoso.
Here are some typical actions you can do in your automated workflows.
Generate eGift Link
Generate an eGift link using your Sendoso account.
Send a Physical Gift With Address Confirmation
This will send an email to confirm the recipient's address, then send a physical gift from your Sendoso account.
Send a Physical Gift
Send a physical gift from your Sendoso account.
Get Send Status
Retrieve the current status of a sent gift by ID.
Send an eGift
Send an eGift from your Sendoso account.
New Send
Triggers when a gift is sent through your Sendoso account.
About Sendoso
Sendoso is a sending platform that allows you to send anything to anyone programatically.