Microsoft Dynamics 365 CRM integration with Tradler
How to Create metric values in Tradler for new Microsoft Dynamics 365 CRM opportunities
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 "Create metric values in Tradler for new Microsoft Dynamics 365 CRM opportunities" 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 Tradler integrations
Tradler actions
Nekton can use any feature that is available in Tradler API.
Using our advanced AI, you can easily create custom automations for Tradler.
Here are some typical actions you can do in your automated workflows.
New Metric Value
Syncs a new metric value for the specified metric and user.
About Tradler
Tradler is a productivity and employee engagement tool that uses Gamification to help you achieve your goals.