Albi + Microsoft Dynamics 365 CRM

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 Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Creates a Contact
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
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New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
Project Date Modified
Triigers when a project date is entered or updated
Trigger
Instant
Try It
Task Complete
When a task is marked complete
Trigger
Instant
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- ContactRequired
- Status
Action
Write
- First NameRequired
- Last NameRequired
- TypeRequired
- Phone Number
- Email
- Referral SourceRequired
- Status
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Latitude
- Longitude
- Sandbox
Action
Write
- ProjectRequired
- NotesRequired
Action
Write
- Relationship NameRequired
- TypeRequired
- DateRequired
- Notes
Action
Write
- Task IDRequired
Action
Write
- Project IDRequired
Action
Write
- Project IDRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Contact Status Change
Triggers when a contact status is changed.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Relationship Activity
Triggers when a new relationship activity is created.
Trigger
Scheduled
Try It
Organization Status Change
Triggers when a organization is status is changed.
Trigger
Scheduled
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- Status
- Status In Days
Trigger
Scheduled
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Task In-Progress
When a task is marked in-progress
Trigger
Instant
Try It
- NameRequired
- StatusRequired
Action
Write
- NameRequired
- TypesRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Phone Number
- Status
- Referral SourceRequired
- Latitude
- Longitude
- Sandbox
Action
Write
- Staff
- Task ActionRequired
- Due Date
- Notes
- Project
- Project Roles
- Send Notification
- Validate Staff
Action
Write
- Project ID
- Project
- Project Role ID
- Project Role
Action
Write
- Date IDRequired
Action
Write
- Project IdRequired
Action
Search

About Albi

Albi is an all inclusive ERP system for the restoration industry that tracks critical business data with as little user input as possible.

Related categories

Sales & CRM

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

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Albi + Microsoft Dynamics 365 CRM

Create new Albi contacts from Microsoft Dynamics 365 CRM contact updates

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Contact

New Project

New Task

Project Date Modified

Task Complete

Change Contact Status

ContactRequired

Status

Create Contact

First NameRequired

Last NameRequired

TypeRequired

Phone Number

Email

Referral SourceRequired

Status

Address 1

Address 2

City

State

Zip Code

Country

Latitude

Longitude

Sandbox

Create Project Note

ProjectRequired

NotesRequired

Create Relationship Activity

Relationship NameRequired

TypeRequired

DateRequired

Notes

Get Task

Task IDRequired

Retrieve Project

Project IDRequired

Get Project Status

Project IDRequired

New Contact