Axonaut + Microsoft Dynamics 365 CRM

Create Axonaut opportunities from new Microsoft Dynamics 365 CRM leads

Effortlessly turn new leads into valuable prospects with this workflow between Microsoft Dynamics 365 CRM and Axonaut. When a fresh lead appears in Microsoft Dynamics 365 CRM, the automation instantly creates an opportunity in Axonaut, ensuring you never miss a chance to grow your business. Stay organized and attentive to potential deals, while saving time and resources on manual tasks.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Opportunity
Creates an opportunity
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
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 Closed Ticket
Triggers when a ticket is closed.
Trigger
Scheduled
Try It
New Contract
Triggers when a new contract is created.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
- Opportunities statusRequired
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

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
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 Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Scheduled
Try It
New Company
Triggers when a new company is created.
Trigger
Scheduled
Try It
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Quotation statusRequired
Trigger
Scheduled
Try It
New Ticket
Triggers when a new support ticket is created.
Trigger
Scheduled
Try It
- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Axonaut + Microsoft Dynamics 365 CRM

Create Axonaut opportunities 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 Closed Ticket

New Contract

New Expense

New Opportunity

Opportunities statusRequired

New Project

New Task

Create Company and Employee

Company nameRequired

Company description

Company address street

Company address zip code

Company address city

Company address country

Company SIRET

Company Intracommunity number

Company Business Manager

Company custom fields

Employee firstname

Employee lastname

Employee Gender

Employee emailRequired

Employee phone number

Employee cellphone number

Employee Job

Employee Custom Fields

Create Event

Event Date

Event date timestamp

Event contentRequired

Event company ID

Employee Email

Event title

Event duration

Event nature

Event status

Event users

Create Invoice

Employee emailRequired

Invoice Contract ID