Integrate Microsoft Dynamics CRM with Zoom using AI Agents

Triggers when a new account is created.

Triggers when a new case is created.

Triggers when a new contact is created.

Triggers when a new invoice is created.

Triggers when a new lead is created.

Triggers when a new task is created.

Triggers when a lead is updated.

Triggers when a new Meeting or Webinar is created.

Triggers when new meeting created

Triggers when new participant joined meeting

Triggers when a new Recording is completed for a Meeting or Webinar.

Triggers when a new registrant is added to a Webinar.

Creates a new account.

Creates a new case.

Creates a new contact.

Creates a new lead.

Create Note

Creates a new Opportunity.

Updates an existing case.

Updates an existing task

Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

Add a new meeting registrant.

Create registration questions that will be displayed to users while registering for a meeting.

Creates a new webinar registrant.

Retrieve information on participants from a past meeting. Note the API doesn't return results if there's only one participant in a meeting.