BaseLinker + Microsoft Dynamics 365 CRM

Create BaseLinker orders from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your sales process with this efficient workflow between Microsoft Dynamics 365 CRM and BaseLinker. When a new lead is added in Microsoft Dynamics 365 CRM, this automation instantly creates a corresponding order in BaseLinker, streamlining your order management. Save time and ensure consistency by automating this crucial step in your sales pipeline.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Add Order
Creates a new order.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- 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
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- 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
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Order
Triggers when a new order is confirmed.
Trigger
Instant
Try It
- order idRequired
- series id
Action
Write
- order idRequired
- payment doneRequired
- payment date
- payment comment
Action
Write
- Order IDRequired
Action
Write
- Order IDRequired
- admin comments
- user comments
- payment method
- payment method COD
- email
- phone
- user login
- delivery method
- delivery price
- delivery fullname
- delivery company
- delivery address
- delivery postcode
- delivery city
- delivery state
- delivery country code
- delivery point id
- delivery point name
- delivery point address
- delivery point postcode
- delivery point city
- invoice fullname
- invoice company
- invoice nip
- invoice address
- invoice postcode
- invoice city
- invoice state
- invoice country code
- want invoice
- extra field 1
- extra field 2
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
- Order statusRequired
Trigger
Instant
Try It
- Order statusRequired
- Creation date (in unix time format)
- Currency symbol
- Payment method
- Cash on delivery
- Order is already paid?
- Buyer comments
- Seller comments
- Buyer e-mail address
- Buyer phone number
- Delivery method name
- Gross delivery price
- Delivery address - name and surname
- Delivery address - company
- Delivery address - street and number
- Delivery address - postcode
- Delivery address - city
- Delivery address - state
- Delivery address - country code (two-letter, e.g. EN)
- Pick-up point delivery - pick-up point identifier
- Pick-up point delivery - pick-up point name
- Pick-up point delivery - pick-up point address
- Pick-up point delivery - pick-up point postcode
- Pick-up point delivery - pick-up point city
- Billing details - name and surname
- Billing details - company
- Billing details - Vat Reg. no./tax number
- Billing details - street and house number
- Billing details - postcode
- Billing details - city
- Billing details - state
- Billing details - country code (two-letter, e.g. EN)
- Wants an invoice
- additional field 1
- additional field 2
- storage
- storage id
- product id
- variant id
- product nameRequired
- product sku
- product ean
- product attributes
- single item gross priceRequired
- VAT rate
- Quantity of piecesRequired
- single item weight
Action
Write
- order idRequired
- courier codeRequired
- package numberRequired
- pickup dateRequired
Action
Write
- order IDRequired
Action
Write
- Order IDRequired
- Status IDRequired
Action
Write

About BaseLinker

BaseLinker is a cloud-based system integrating 1000+ marketplaces, stores, carriers, accounting and many more. Handle orders 10x faster!

Learn more

Related categories

eCommerce

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

Related categories

Similar apps

Related Zap Templates

Create BaseLinker orders for new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create BaseLinker orders for new Microsoft Dynamics 365 CRM contacts

BaseLinker + Microsoft Dynamics 365 CRM

Create BaseLinker orders from new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New Order

Add Invoice

Add Payment

Get Order Fields

Update Order

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Invoice

Order Status Changed

Add Order

Add a Tracking Number

Get Order Package

Update Order Status

About BaseLinker

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Forms

Related Zap Templates

Related Zap Templates