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bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM integrations

Create new bexio companies from Microsoft Dynamics 365 CRM contacts

Effortlessly keep your contact management organized with this Microsoft Dynamics 365 CRM to bexio automation. Whenever a new contact is created in Microsoft Dynamics 365 CRM, it will also create a company in bexio, ensuring your data remains up-to-date across both platforms. This workflow helps you save time and maintain consistency in your contact management process.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreate a new company.
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More things you can do with Microsoft Dynamics 365 CRM and bexio

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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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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