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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 LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Add OrderCreates a new order.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and BaseLinker

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and BaseLinker

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 Entity
  Required
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 type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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 id
  Required
- series id
Action
Write
- order id
  Required
- payment done
  Required
- payment date
- payment comment
Action
Write
- Order ID
  Required
Action
Write
- Order ID
  Required
- 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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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 status
  Required
Trigger
Instant
Try It
- Order status
  Required
- 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 name
  Required
- product sku
- product ean
- product attributes
- single item gross price
  Required
- VAT rate
- Quantity of pieces
  Required
- single item weight
Action
Write
- order id
  Required
- courier code
  Required
- package number
  Required
- pickup date
  Required
Action
Write
- order ID
  Required
Action
Write
- Order ID
  Required
- Status ID
  Required
Action
Write

About BaseLinker

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

Learn moreLearn moreHelpHelp

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Microsoft

Premium

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Related Zap Templates

Create BaseLinker orders for new Microsoft Dynamics 365 CRM contacts

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Create BaseLinker orders for new Microsoft Dynamics 365 CRM contacts