• Active Collab logoActive Collab logo
  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Active Collab + Microsoft Dynamics 365 CRM Integrations

How to connect Active Collab + Microsoft Dynamics 365 CRM

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  • Active Collab triggers, actions, and search
    New Comment
    Triggers when a comment is added to an object in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Project
    Triggers when new project is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Closed
    Triggers when a task is closed in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task List
    Triggers when a new task list is created in a project in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Moved
    Triggers when a task is moved to another task list.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Time Tracked
    User has tracked time on project or task.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Add Comment to Task
    Creates a new comment in selected task.
    Action
    Write
  • 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, or creates the opportunity if it does not exist.

    Scheduled

    Action

How Active Collab + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Active Collab and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
activecollab logo
activecollab logo

About Active Collab

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

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microsoft-dynamics-crm logo
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About 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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