Send transactional emails on closed deals

When a deal is marked won in Microsoft Dynamics 365, automatically send a transactional confirmation email to the client using Success.ai.

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See all Success.ai + Microsoft Dynamics 365 integrations or talk to a human

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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.

Success.ai Explore Success.ai →

Triggers

New subscriber added

Fires when a new subscriber is added in Success.ai.

Subscriber unsubscribed

Fires when a contact unsubscribes in Success.ai.

Email opened or clicked

Fires when a subscriber opens or clicks a campaign in Success.ai.

Actions

Add or update a subscriber

Creates or updates a subscriber in Success.ai.

Unsubscribe a contact

Unsubscribes a contact in Success.ai.

Add a subscriber to a list

Adds a subscriber to a list or segment in Success.ai.

Send a transactional email

Sends a one-off transactional email via Success.ai.

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.

Add new CRM leads to email marketing lists When a new lead is created in Microsoft Dynamics 365, automatically add them as a subscriber to a designated list in Success.ai. See details

Create CRM contacts from email subscribers When a new subscriber is added in Success.ai, automatically create a matching contact record in Microsoft Dynamics 365. See details

See all Success.ai + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send transactional emails on closed deals” between Success.ai and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Success.ai 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 syncing Microsoft Dynamics 365 and Success.ai improve lead tracking?

New subscribers or email interactions in Success.ai automatically create or update records in Microsoft Dynamics 365, providing sales teams with clear engagement context.

Can deal stage updates trigger targeted emails?

Yes, changing a deal stage or closing a deal in Microsoft Dynamics 365 can automatically add subscribers to specific lists or send transactional emails through Success.ai.