Microsoft Dynamics 365 CRM integration with Uberall
How to Create businesses, locations, and users in Uberall with 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 businesses, locations, and users in Uberall with 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 Uberall integrations
Uberall actions
Nekton can use any feature that is available in Uberall API.
Using our advanced AI, you can easily create custom automations for Uberall.
Here are some typical actions you can do in your automated workflows.
Create a Location
Create a location and add it to an existing business
Create a User
Create a new user
Create a Business
Create a Business
Create Social Post
Create a new Social Post. Requires either one businessId or one locationId or one label. When a combination of those fields is provided all matching locations are added together.
Reply to a Review
Reply to a Review
New Review
Triggers when a new review has been published
About Uberall
Uberall enables the world's brands and businesses to deliver a relevant and memorable 'Near Me' Brand Experience at every step of today's customer journey!