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Microsoft Dynamics 365 CRM + OpenAsset

Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM

Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics 365 CRM opportunity.

Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics 365 CRM opportunity.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerPolling
  2. automatically do this!
    OpenAssetOpenAsset
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About OpenAsset

OpenAsset is a cloud Digital Asset Management (DAM) solution tailored to Architecture, Engineering, Construction (AEC) and Real Estate.

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