Microsoft Dynamics 365 CRM integration with Snappy Gifts
How to Send Snappy Gifts and Microsoft Teams channel messages for new accounts 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 Snappy Gifts and Microsoft Teams channel messages for new accounts 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 Snappy Gifts integrations
Snappy Gifts actions
Nekton can use any feature that is available in Snappy Gifts API.
Using our advanced AI, you can easily create custom automations for Snappy Gifts.
Here are some typical actions you can do in your automated workflows.
Send Gifts
Send Gifts using your existing Snappy Gifts Campaigns
About Snappy Gifts
Snappy Gifts is the all-in-one gifting platform that combines fun, personal gifting experiences with advanced technology.