products versions - webMethods.io 10.11
This article describes the step-by-step process of sending a html (jade template) welcome email when a new contact is created in Microsoft Dynamics.
A new contact has been created in your Microsoft Dynamics CRM system and you would like to send an automated email to welcome the new customer. This use case showcase how you can create a html email using Jade templating. The Jade template is a format which you can edit as needed.
The user needs a working Microsoft Dynamics Account
Working webMethods.ioIntegration cloud tenant.
1, Login to webMethods.ioIntegration tenant.
2, Create a new project or choose an existing project.
3, Click on Import icon on the top right corner to import the workflow into your project.
Would you like to automate contact creation in Microsoft Dynamics on a creation of a customer in Shopify and send a welcome email. Please do the steps mentioned in the post : Shopify Customer to a New Contact in Microsoft Dynamics - Knowledge base - webMethods - Software AG Tech Community & Forums first.
MSDynamicsNewContact_WelcomeMail.zip (72.6 KB)