Connect Microsoft Dynamics 365 CRM and Spiro to unlock the power of automation

Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Triggers when a contact is updated on your selected fields.

Triggers when new opportunity created.

Triggers when an opportunity is updated.

Triggers when a company is updated and pulls records for a custom entity associated to the company (with line items support).

Triggers when an opportunity is updated and pulls records for a custom entity associated to the opportunity (with line items support).

Triggers when a sales order summary is updated on your selected fields.

Triggers when custom entity updated.

Clones opportunity.

Creates a new company.

Creates a new contact.

Creates interaction for contact.

Creates new opportunity from a contact.

Creates reminder for contact.

Creates reminder for opportunity.

Creates a new list entity record (under ticket)

Sends notification to blur selected fields in UI.

Updates contact.

Updates opportunity.

Updates reminder.

Updates section entity record.

Updates user. Only admins are allowed to use this action.

Find company and return all custom objects for that company.

Find a Contact by a field and value you choose.

Find contact and return all custom objects for that contact.

Finds many matched entities (20 max.) With Line Items Support.

Find opportunity and return all custom objects for that opportunity.

Find a Ticket by a field and value you choose.

Find or Create Company

Find or Create Opportunity

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Triggers when company updated.

Triggers when opportunity sales stage changes.

Triggers when new Activity is created. Note that it would not trigger for new Notes, Emails, Events, SMS or Attachments

Triggers when new custom entity created.

Triggers when new reminder is created.

Triggers when opportunity closed won.

Triggers when a contact is updated and pulls records for a custom entity associated to the contact (with line items support).

Triggers when a quote is updated on your selected fields.

Triggers when a ticket is updated on your selected fields.

Triggers when user updated.

Creates a new list entity record (under company).

Creates a new list entity record (under contact).

Creates a new list entity record.

Creates a new company opportunity.

Creates a new list entity record (under opportunity).

Creates reminder for company.

Creates ticket for the contact.

Pushes a notification to Spiro. This feature has to be enabled by Spiro Admin.

Updates company.

Updates list entity record.

Updates quote.

Updates Sales Order Summary for an account.

Updates ticket.

Find Company by a field and value you choose.

Find company related opportunities

Finds contact recent interactions

Lookup Row in List Entities.

Find Opportunity by a field and value you choose.

Find a Quote by a field and value you choose.

Find User by a field and value you choose.

Find or Create Contact

Find or Create Ticket