Product Overview
Explore all the benefits and features of Automate.io
Connect Microsoft Dynamics with your favourite apps
Microsoft Dynamics connects with people, products, and data to transform your customer experiences and business processes.
New Contact
Triggers when a new Contact is added
New Lead
Triggers when a new Lead is added
New Account
Triggers when a new Account is added
New Opportunity
Triggers when a new Opportunity is added
Add a new Contact
Add a new Contact
Add a new Lead
Add a new Lead
Add a new Account
Add a new Account
Add a new Opportunity
Add a new Opportunity
Search Accounts
Search an Account using ID or Email or Name
Search Contacts
Search Contact using ID or Email or Full Name
Search Leads
Search Lead using ID or Email or Full Name
Search Opportunities
Search Opportunity using ID or Email or Topic
Search Business Units
Search a Business Unit using ID or Name
Search Campaigns
Search Campaign using ID or Name
Search Campaign Responses
Search a Campaign Response using ID or Subject
Search Incidents
Search an Incident using ID or Title
Search Contracting Units
Search a Contracting Unit using ID or Name
Search Product Price
Search Product Price in list using ID or Name
Search SLAs
Search a SLA using ID or Name
Search System Users
Search System User using ID or User Name
Search Tax Codes
Search Tax code using ID or Name
Search Teams
Search a Team using ID or Name
Search Service Territories
Search Service Territory using ID or Name
Search Transaction Currencies
Search Transaction Currency using ID or Code
Search Work Hour Templates
Search a Work Hour Template using ID or Name
Search Work Order Types
Search a Work Order Type using ID or Name
Forms
Microsoft Dynamics
Marketing
Run workflows spanning across your Forms, Microsoft Dynamics and Marketing apps. Trigger workflows automatically when things happen in any of the apps.
Try NowiPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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