Create a client when a deal is won

When a deal closes in Microsoft Dynamics 365, create the client and its main contact in ManageEngine ServiceDesk Plus Cloud.

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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.

ManageEngine ServiceDesk Plus Cloud Explore ManageEngine ServiceDesk Plus Cloud →

Triggers

New ticket

Fires when a new ticket or incident is logged in ManageEngine ServiceDesk Plus Cloud.

Ticket updated

Fires when a ticket or incident is updated in ManageEngine ServiceDesk Plus Cloud.

New record

Fires when a new user, client or device record is added in ManageEngine ServiceDesk Plus Cloud.

Actions

Create ticket

Creates a ticket or incident in ManageEngine ServiceDesk Plus Cloud.

Update ticket

Updates an existing ticket or incident in ManageEngine ServiceDesk Plus Cloud.

Add note

Adds a note to a ticket in ManageEngine ServiceDesk Plus Cloud.

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.

Log tickets on the customer record When a new ticket is logged in ManageEngine ServiceDesk Plus Cloud, add an activity to the matching company in Microsoft Dynamics 365. See details

Keep contact details in sync When a contact is updated in Microsoft Dynamics 365, update the matching requester or client user in ManageEngine ServiceDesk Plus Cloud. See details

See all ManageEngine ServiceDesk Plus Cloud + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create a client when a deal is won” between ManageEngine ServiceDesk Plus Cloud and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches ManageEngine ServiceDesk Plus Cloud 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.

Why connect a CRM to an IT service management tool?

For managed service providers and internal IT teams, Microsoft Dynamics 365 holds the customer relationship while ManageEngine ServiceDesk Plus Cloud holds the tickets. Linking them keeps both views of the same client in step.

Can a closed deal create a client in the service desk?

Yes. When a deal is won in Microsoft Dynamics 365, you can create the matching client or requester in ManageEngine ServiceDesk Plus Cloud so support can start straight away.