Albi + Microsoft Dynamics 365 CRM
Albi + Microsoft Dynamics 365 CRM
Albi + Microsoft Dynamics 365 CRM integrations
Create new Albi contacts from Microsoft Dynamics 365 CRM contact updates
Effortlessly maintain your contacts across Microsoft Dynamics 365 CRM and Albi with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will instantly create a corresponding contact in Albi, ensuring your records are always up-to-date and easily accessible. Streamline your contact management and focus on what matters most – building and maintaining meaningful relationships.
- When this happens...
New ContactTriggers when a new contact is created.TriggerPolling - automatically do this!
Create ContactCreates a ContactActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Albi
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Albi
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Owner
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
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
- Case/IncidentRequired
- State
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
- OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- 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 app- Info
- Info_field_enable
- Contact ID
- 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 app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
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- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
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- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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 ContactWhen a contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Project
When a project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Relationship
When a new Organization or Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Organization Status Change
Triggers when a organization is status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Linked
Fires when a project gets linked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Complete
When a task is marked complete
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ContactRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
- Salesperson
- Job Title
- Salesperson ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Type IdRequired
- Project Type Identifier
- Project Sub Type ID
- Project Sub Type Identifier
- Location IDRequired
- Location Identifier
- Property TypeRequired
- Use Contact Address
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- County
- Latitude
- Longitude
- Covered Loss
- Loss Adjuster Reference
- Sandbox
- Year Built
- Insurance Company
- Insurance Policy
- Insurance Claim Number
- Deductible
- Insurance Policy Limit
- Link To Original Project
- Unique Number
- Project ID To Link
- Lead ID
- Project Customer: Type
- Project Customer: Existing Contact ID
- Project Customer: Existing Contact Identifier
- Project Customer: Existing Organization ID
- Project Customer: existing Organization Identifier
- Project Customer: Existing Organization ContactIds
- Project Customer: Organization Name
- Project Customer: First Name
- Project Customer: Last Name
- Project Customer: Email
- Project Customer: Phone Number
- Project Customer: Use Organization Address
- Project Customer: Organization ID
- Project Customer: Organization Identifier
- Project Customer: Referral Source ID
- Project Customer: Referral Source Identifier
- Project Customer: Relationship Status ID
- Project Customer: Relationship Status Identifier
- Project Customer: Parent Organization ID
- Project Customer: Parent Organization Identifier
- projectCustomer: Salesperson ID
- Project Customer: Salesperson Identifier
- Project Customer: Address 1
- Project Customer: Address 2
- Project Customer: City
- Project Customer: State
- Project Customer: Zip Code
- Project Customer: Country
- Project Customer: Latitude
- Project Customer: Longitude
- Project Customer: Sandbox
- Project Referrer: Type
- Project Referrer: Existing Source ID
- projectReferrer: Existing Contact ID
- Project Referrer: Existing Organization ID
- Project Referrer: Existing Referral Source ID
- Project Referrer: Existing Referral Source Identifier
- Project Referrer: Existing Salesperson ID
- Project Referrer: Existing Salesperson Identifier
- Project Referrer: Organization Name
- Project Referrer: First Name
- Project Referrer: Last Name
- Project Referrer: Email
- Project Referrer: Phone Number
- Project Referrer: Use Organization Address
- Project Referrer: Organization ID
- Project Referrer: Organization Identifier
- Project Referrer: Referral Source ID
- Project Referrer: Referral Source Identifier
- Project Referrer: Parent Organization ID
- Project Referrer: Parent Organization Identifier
- Project Referrer: Salesperson ID
- Project Referrer: Salesperson Identifier
- Project Referrer: Address 1
- Project Referrer: Address 2
- Project Referrer: City
- Project Referrer: State
- Project Referrer: Zip Code
- Project Referrer: Country
- Project Referrer: Latitude
- Project Referrer: Longitude
- Project Referrer: Sandbox
- Project ID
- Project Identifier
- Staff ID
- Staff Identifier
- Project Role ID
- Project Role Identifiers
- Current User ID
- Current User Identifier
- Price List ID
- Price List Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Project
- Project Role ID
- Project Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Payment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- 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 app- Info
- Info_field_enable
- 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 app- Info
- Info_field_enable
- 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 app- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
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- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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- Contact Status Change
Triggers when a contact status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Organization
When a new organization is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Relationship Activity
When a new relationship activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
When a task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Date Modified
Triigers when a project date is entered or updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Status Changed
When a project status changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task In-Progress
When a task is marked in-progress
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - NameRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Start Date & TimeRequired
- Start Time ZoneRequired
- End Date & TimeRequired
- End Time Zone
- Event Status
- Project ID
- Project
- Notes
- All Day
- Required Attendees
- Optional Attendees
- Address 1
- Address 2
- City
- State
- Zip Code
- Latitude
- Longitude
- Event Category ID
- Tag ID
- Tag Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Identifier
- ID
- Identifier
- Key IDRequired
- Key Identifier
- NameRequired
- Flags
- Value
- Source
- Source Date Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Expense IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Page
- Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your app
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