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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating or updating a...
Customer experience | Sales, Customer Insights,...
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Creating or updating a record when a Calendly event is created

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Posted on by Pat Michaels 25

Hi All,

I am trying to integrate my Calendly scheduling app into Dynamics 365.  I can get it to create a record whenever an event is scheduled through Power Automate.  However, what I want is to either create a contact or update an existing contact.

How do I go about doing this? 

I do not have coding experience, so I need to do it through a flow.  I found the "when a record is created or updated" trigger is CDS, but I can't use that when I have the Calendly trigger.

Thank you in advance for your help.

Pat

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  • Suggested answer
    RajarajanS Profile Picture
    RajarajanS Microsoft Employee on at

    Hello Partner, 

    There is a calendly connector for flow as shown: https://docs.microsoft.com/en-us/connectors/calendly/

    With that you can try something as shown below, its a rough skeleton:

    pastedimage1603937312340v1.png

    you can connect to your cds environment to update the contact entity. 

    Hope this helps.

    Best regards,

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Xeniia Profile Picture
    Xeniia 10 on at

    If you don't want to code, try to integrate Calendly and Dynamics 365 via Skyvia: skyvia.com/.../integrate-dynamics-crm-calendly. It is a code-free web service with an intuitive interface.

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