Active Collab + Microsoft Dynamics 365 CRM Integrations
How to connect Active Collab + Microsoft Dynamics 365 CRM
Zapier lets you send info between Active Collab and Microsoft Dynamics 365 CRM automatically—no code required.
Triggers when a comment is added to an object in Active Collab.
Creates a new account.
New CommentTriggers when a comment is added to an object in Active Collab.Trigger- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- Active Collab
Creates a new company.
Scheduled
Action
- Active Collab
Completes a project.
Scheduled
Action
- Active Collab
Completes a task.
Scheduled
Action
- Active Collab
Creates a new project.
Scheduled
Action
- Active Collab
Creates a task.
Scheduled
Action
- Active Collab
Creates a new discussion in a project.
Scheduled
Action
- Active Collab
Adds a new comment to discussion.
Scheduled
Action
- Active Collab
Invites a new user to a project.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Triggers when a new account is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new contact is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a contact has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new lead is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a lead has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when a new opportunity is created.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Triggers when an opportunity has been updated.
Scheduled
Trigger
- Microsoft Dynamics 365 CRM
Creates a new account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field
Scheduled
Action
How Active Collab + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Active Collab + Microsoft Dynamics 365 CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Active Collab
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About Microsoft Dynamics 365 CRM
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