Dispatch text confirmations on won deals

When a deal is won in Microsoft Dynamics 365, send an automated SMS via Kaleyra to confirm details with the client.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Kaleyra Explore Kaleyra →

Triggers

New inbound SMS

Fires when a new text message is received in Kaleyra.

New call

Fires when a new call comes in or out through Kaleyra.

Missed call

Fires when a call is missed in Kaleyra.

Call recording ready

Fires when a call recording finishes processing in Kaleyra.

Actions

Send an SMS or MMS

Sends a text message through Kaleyra.

Place an outbound call

Starts an outbound call via Kaleyra.

Create or update a contact

Creates or updates a contact in Kaleyra.

Send a voice message

Sends a recorded voice message via Kaleyra.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Send text messages to newly created leads When a new lead is created in Microsoft Dynamics 365, automatically send a welcome SMS via Kaleyra to establish immediate contact. See details

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Kaleyra, automatically log the activity on the contact's record in Microsoft Dynamics 365. See details

See all Kaleyra + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Dispatch text confirmations on won deals” between Kaleyra and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Kaleyra and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Microsoft Dynamics 365 and Kaleyra help track phone communications?

Inbound calls, text messages, and missed calls handled in Kaleyra can automatically log activities or update lead profiles directly inside Microsoft Dynamics 365.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Microsoft Dynamics 365 can prompt Kaleyra to send an automated SMS confirmation or message to the client.