Actionstep + Microsoft Dynamics 365 CRM
Create matters in Actionstep for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your leads with this simple workflow that connects Microsoft Dynamics 365 CRM and Actionstep. When a new lead appears in your CRM, a matter is created in Actionstep to ensure streamlined organization of potential clients. Save time and focus on nurturing your leads, while this automation takes care of the rest.
Effortlessly manage your leads with this simple workflow that connects Microsoft Dynamics 365 CRM and Actionstep. When a new lead appears in your CRM, a matter is created in Actionstep to ensure streamlined organization of potential clients. Save time and focus on nurturing your leads, while this automation takes care of the rest.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create MatterCreates a new action/matter.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a participant/contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Participant TypeRequired
ParticipantRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company/Business NameRequired
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Division ID
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First Name
Middle Name(s)
Last NameRequired
Suffix
Preferred Name
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation
Birthday
Date of Death
Marital Status
Gender
Division ID
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
DateRequired
DescriptionRequired
Quantity
Unit priceRequired
Includes TaxRequired
Tax Code IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company/Business Name
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address - State/Province
Physical Address - ZIP/Post Code
Physical Address - Country Code
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - Country Code
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Salutation
First Name
Middle Names(s)
Last Name
Suffix
Preferred Name
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address - State/Province
Physical Address - ZIP/Post Code
Physical Address - Country Code
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - Country Code
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation
Birthday
Date of Death
Marital Status
Gender
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field Value IdRequired
Custom Field ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tax CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Indentity TypeRequired
Company/Business Name
Salutation
First Name (Individual Only)
Middle Name(s) (Individual Only)
Last Name (Individual Only)
Suffix (Individual Only)
Preferred Name (Individual Only)
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Birthday
Date of Death
Marital Status
Gender
Division ID
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundKeywordsRequired
Indentity TypeRequired
Company/Business Name
Salutation
First Name (Individual Only)
Middle Name(s) (Individual Only)
Last Name (Individual Only)
Suffix (Individual Only)
Preferred Name (Individual Only)
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Birthday
Date of Death
Marital Status
Gender
Division ID
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase/Incident Updated
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Matter
Triggers when an action/matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File Note
Triggers when a new file note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter Step Changed
Triggers when a step change occurs on an action/matter.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Matter
Triggers when an existing Matter is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Rate Sheet
Assigned ToRequired
Action IDRequired
Task NameRequired
Task StatusRequired
PriorityRequired
Due DateRequired
Actual HoursRequired
Billable HoursRequired
Started Date/Time
Completed Date/Time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
DescriptionRequired
Actual HoursRequired
Billable Hours
Rate
Matter Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Note IdRequired
Note ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter IdRequired
Assign to Participant Id
Name
Status
Reference
Priority
Import External Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
Status
Priority
Assigned To
Due Date
Actual Hours
Billable Hours
Completed Date/Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IdRequired
Matter IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch propertyRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Search ValueRequired
Assigned to Participant ID
Action TypeRequired
Action NameRequired
Action StatusRequired
File Reference
Priority
File Note
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch propertyRequired
Search valueRequired
Indentity TypeRequired
Company/Business Name
Salutation
First Name (Individual Only)
Middle Name(s) (Individual Only)
Last Name (Individual Only)
Suffix (Individual Only)
Preferred Name (Individual Only)
Physical Address - Line 1
Physical Address - Line 2
Physical Address - City
Physical Address -State/Province
Physical Address - ZIP/Post Code
Physical Address - Country CodeRequired
Mailing Address - Line 1
Mailing Address - Line 2
Mailing Address - City
Mailing Address - State/Province
Mailing Address - ZIP/Post Code
Mailing Address - CountryRequired
Phone 1 - Label
Phone 1 - Country Code
Phone 1 - Area Code
Phone 1 - Number
Phone 1 - Notes
Fax Number
SMS Number
Email Address
Website Address
Occupation (Individual Only)
Birthday
Date of Death
Marital Status
Gender
Division ID
Phone 2 - Label
Phone 2 - Country Code
Phone 2 - Area Code
Phone 2 - Number
Phone 2 - Notes
Phone 3 - Label
Phone 3 - Country Code
Phone 3 - Area Code
Phone 3 - Number
Phone 3 - Notes
Phone 4 - Label
Phone 4 - Country Code
Phone 4 - Area Code
Phone 4 - Number
Phone 4 - Notes
Import External Reference
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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