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Avaza + Microsoft Dynamics 365 CRM

Create projects in Avaza for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your client projects with this Microsoft Dynamics 365 CRM and Avaza automation. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this workflow instantly creates a new project in Avaza. This seamless connection saves you time while keeping your client information and projects organized in one place.

Effortlessly manage your client projects with this Microsoft Dynamics 365 CRM and Avaza automation. Whenever a new contact is added to your Microsoft Dynamics 365 CRM, this workflow instantly creates a new project in Avaza. This seamless connection saves you time while keeping your client information and projects organized in one place.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AvazaAvaza
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
avaza logo
avaza logo

About Avaza

Avaza is software designed to run your client focused business. It includes modules for project & task management, timesheets, expense reporting, quotes & invoicing.
Learn moreHelp

Related categories

  • Project Management

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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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