# Journey - Custom Trigger - Call Power Automate

Ciao Friends, 

Back again after being excited by Customer Insight and especially, **Journey** functionality.

In a recent proof-of-concept (PoC) session for my client, I showcased the D365 Customer Insight Journey. During this session, I demonstrated a scenario **where a lead is created when an anonymous user submits a form on the client's Loan Program webpage.**

My journey is below, in that I used the OOB action "**Created a Lead"** and noticed that the system just supported *<mark style="color:green;">02 OOB actions: "Create a Lead" and "Create an Opportunity".</mark>*

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FG7stRp9gHdcxO1JEdrVV%2FCleanShot%202024-12-15%20at%2011.11.02%402x.png?alt=media&#x26;token=af5de3fa-3d09-4cf5-81e7-22e2b72a2ccc" alt=""><figcaption><p>Journey - Trigger Contact us from submitted - Create Lead action</p></figcaption></figure>

02 OOB Actions in the Journey.

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FjRgP8k82LxFUL3nOzI2i%2FCleanShot%202024-12-15%20at%2011.18.19%402x.png?alt=media&#x26;token=144b7e90-be77-4509-aa7f-0bc31bf94fc8" alt=""><figcaption><p>2 OOB Actions - Create Lead &#x26; Create Opportunity</p></figcaption></figure>

I wonderin&#x67;**,&#x20;**<mark style="color:red;">**How I can create a record for any custom entity based on this trigger...**</mark> :thinking:

## :rocket: :bulb:Process my question

**Scenario**: <mark style="color:green;">When an anonymous user submits the "Contact Us" form on the website, a Loan Request record should be created instead of a Lead record, as outlined in the above journey.</mark>

### 1. Using Components

To demonstrate this scenario, I used **Custom Trigger** and **Power Automate.**

{% code overflow="wrap" %}

```markup
Steps:
1. Create a Custom Trigger in the D365 Customer Insight - Journey
2. Create a Power Automate was triggered by the Custom Trigger to run the action.
3. Create & configure a Journey: Use the Custom Trigger to trigger the Power Automate
```

{% endcode %}

### 1.1 Create   Custom Trigger in the D365 Customer Insight - Journey

My custom trigger

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2Fqr9bk9RJgAADmscma4lQ%2FCleanShot%202024-12-15%20at%2020.02.04%402x.png?alt=media&#x26;token=1c136735-815e-48df-aa77-f440bb949073" alt="" width="563"><figcaption><p> Custom Trigger - "New Contact Us Submitted"</p></figcaption></figure>

{% hint style="info" %}
For more details about Custom Trigger in D365 Customer Insight -Journey, you can refer to this link: [Create custom triggers in Customer Insights - Journeys](https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-custom-triggers)
{% endhint %}

I also created a new page for the Loan Program and Contact Us form on this page as below.

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FOrgiTqiYvOtNPl1x7rBu%2FCleanShot%202024-12-15%20at%2020.08.26%402x.png?alt=media&#x26;token=32da554a-a076-4d91-962a-58cdff2d7b77" alt=""><figcaption><p>Landing Page for quick demo</p></figcaption></figure>

### 1.2 Create Power Automate

Use Custom Action **"When an action is performed"**, and then fill in the required fields as follows:

* Set **Catalog** to "**Cxp**"
* Set **Category** to "**Custom**"
* Set **Table name** to "**(none)**"
* Set the **Action name** to the name of the custom trigger you activated in your customer journey.\
  In my scenario, **Action Name = "*****New Contact Us Submitted"***

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2F0uaeGKr414mow1WC1pyO%2FCleanShot%202024-12-15%20at%2019.55.15%402x.png?alt=media&#x26;token=a31c306c-69ed-4160-9959-c888158fbbb2" alt=""><figcaption><p>1-Add step "When an action is performed"</p></figcaption></figure>

{% hint style="info" %}
You can find the details at this link: [Trigger Power Automate flows from journeys](https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-custom-actions#trigger-power-automate-flows-from-journeys)
{% endhint %}

### 1.3 Create and Configure Journey: Using the "Activate a Custom Trigger" step

<figure><img src="https://4233060750-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjhtQupP7ACZVtv3cCNCr%2Fuploads%2FYiB5hWI6IZtYztm0mOsQ%2FCleanShot%202024-12-16%20at%2011.49.21%402x.png?alt=media&#x26;token=3959b7a6-eae6-4053-9415-22c7a2bdc1f9" alt=""><figcaption><p>Create Journey and using "Activate a Custom Trigger" step</p></figcaption></figure>

For my scenarios, I create a Journey for Loyalty Member: These members will receive a pre-approved loan email.

* If the client opens an email and clicks on the email's link, the system will create a Task activity and assign it to the Member owner.
* If the client opens the landing page and submits the "Contact Us" form (**use: Activate a Custom Trigger)** - the system will be triggered and run the Power Automate (in the above picture) to create a **Loan record**&#x20;

### :rocket: Checking now\...

Checking my testing videos

{% embed url="<https://youtu.be/KRu4ALAIFj0>" %}

Thank you & regards,\
\&#xNAN;**\[NTD]yns.asia**