Integrate Marketo with Microsoft Dynamics 365 for Seamless Marketing and CRM Synchronization
Transfer patient data in seconds – no complex integrations or coding required
Connect your apps with ease
How to Integrate Maxwell POS with Finicity: A Step-by-Step Guide
With Magical, you can seamlessly integrate Marketo with Microsoft Dynamics 365 in seconds – no complex integrations or coding required. In this guide, we'll explain what Magical is, how to install it, and how to use Magical to streamline your healthcare workflows between Marketo and Microsoft Dynamics 365.
More Maxwell POS integrations with Magical
What Maxwell POS Data Can You Transfer
Magical enables you to transfer a wide array of data from Maxwell POS to Finicity. Here are some examples of the information you can extract:
And move more types of information by creating your own custom labels.
How to Transfer Data from Marketo to Microsoft Dynamics 365 using Magical
Sign in to your Marketo account and open the patient record containing the data you want to transfer
In Marketo, label the information you want to transfer with Magical, like Patient Name or Patient ID
Sign in to your Microsoft Dynamics 365 account and open the form where you want to add the Marketo data
Type '//' in an empty field and select the information you want to transfer from Marketo
The next time you fill out a record, Magical will automatically transfer all the fields with one click
About Maxwell POS and Finicity
Efficient mortgage operations are crucial to maintaining smooth workflows. Maxwell POS is a comprehensive digital mortgage platform and Finicity is a robust open banking solution. By leveraging Magical, you can easily move information from Maxwell POS to Finicity, allowing you to focus on improving loan processing and operational efficiency.
Other ways to connect and
Using Integration Platforms like Redox or Mulesoft for automatic data transfer
Using APIs by directly utilizing their respective APIs for real-time insights
Using HL7 Interface for automated workflows between healthcare systems
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
