awork + Microsoft Dynamics 365 CRM

Create awork clients from new Microsoft Dynamics 365 CRM leads

Efficiently manage and track your leads with this automation, which creates new clients in awork as soon as they appear in your Microsoft Dynamics 365 CRM. Keep your sales and project management teams in sync and never miss an opportunity to convert a lead into a valuable client. This workflow ensures a seamless process, saving you time and enhancing productivity.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
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 Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
Instant
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Updated Task
Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
Instant
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- NameRequired
- Industry
- Phone
- Email
- Tags
Action
Write
- NameRequired
- Description
- ProjectRequired
- Type Of WorkRequired
- Task StatusRequired
- Assignee
- Due On
- Start On
- Is Priority
- Planned Duration In Hours
- Remaining Duration In Hours
- Task List
- Checklist Items
Action
Write
- NameRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
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
New Project
Triggers when a new project is created.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
Updated Time Entry
Triggers when a time entry is updated.
Trigger
Instant
Try It
- NameRequired
- Description
- Company
- Project Type
- Project Template
- Project StatusRequired
- Start Date
- Due Date
- Time Budget In Hours
- Project Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- EmailRequired
Action
Search

About awork

Intelligent projects, tasks and time tracking for your project business.

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Related categories

Team Collaboration

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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Related categories

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awork + Microsoft Dynamics 365 CRM

Create awork clients from new Microsoft Dynamics 365 CRM leads

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 Task

Updated Task

Create Client

NameRequired

Industry

Phone

Email

Tags

Create Project Task

NameRequired

Description

ProjectRequired

Type Of WorkRequired

Task StatusRequired

Assignee

Due On

Start On

Is Priority

Planned Duration In Hours

Remaining Duration In Hours

Task List

Checklist Items

Search Projects

NameRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info