Toolbox - CRM

The CRM category in the Toolbox contains steps to configure CRM actions to be performed and interaction with the CRM Server when running the workflow. These steps are dragged onto the canvas, configured and then forms part of the workflow.

Available steps are:

• Create CRM Entity Item Step
• Update CRM Entity Item Step
• Delete CRM Entity Item Step
• Get CRM Entity Item Reference Step

Where to locate the steps