bexio + Microsoft Dynamics 365 CRM

Create new persons in bexio when new contacts are added in Microsoft Dynamics 365 CRM

When a new contact is added to your Microsoft Dynamics 365 CRM, this workflow promptly creates a corresponding person in your bexio system. Attain seamless data consistency across both platforms, without having to manually duplicate information. This productivity-boosting automation ensures all your important contact details are always up-to-date in both your CRM and bexio systems.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Person
Create a new person.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- Status of Invoice
- Trigger each status changeRequired
Trigger
Scheduled
Try It
New/Updated Person
Triggers when a person is added or updated.
Trigger
Scheduled
Try It
- State of Project
- Trigger each status changeRequired
Trigger
Scheduled
Try It
- Combined EntryRequired
- Automatic Reference Number
- Date (line item support)Required
- Reference Number (line item support)
- CurrencyRequired
- Debit Account Numbers (line item support)Required
- Credit Account Numbers (line item support)Required
- Vat (line item support)
- VAT Account
- Description (line item support)
- Amount (line item support)Required
Action
Write
- Last NameRequired
- First NameRequired
- Number
- Birthday
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Write
- File to uploadRequired
- FilenameRequired
Action
Write
- InvoiceRequired
Action
Write
- Company or PersonRequired
- Company Contact Person
- Order Date
- API Reference
- Order Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- CodeRequired
- Name
- Description
- Remarks
- Sales Price
- Currency
- Vat
Action
Write
- Company or PersonRequired
- Company Contact Person
- Quote Date
- API Reference
- quote Title
- VAT included in the total
- Project
- Line Item Name/IdRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- Identifier For Existing CompanyRequired
- Company Id
- Name
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of staff
- Tax Nr
- Trade Register Number
- Url
Action
Write
- Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Invoice Number
- API Reference
- Include Invoice PositionsRequired
Action
Search
- Last Name
- First Name
- E-Mail
- Number
- Phone
- Mobile
Action
Search
- Project NameRequired
Action
Search
- Company NameRequired
- EMail
- Number
- Phone
- Mobile
- Department
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone second
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Search or write
- NameRequired
- CodeRequired
- Product TypeRequired
- Description
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
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/Updated Company
Triggers when a company is added or updated.
Trigger
Scheduled
Try It
- Status of Order
- Trigger each status changeRequired
Trigger
Scheduled
Try It
New Product
Triggers new Products.
Trigger
Scheduled
Try It
- Status of Quote
- Trigger each status changeRequired
Trigger
Scheduled
Try It
- Company NameRequired
- Department
- Number
- EMail
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Phone
- Phone second
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Number of Staff
- Tax Nr
- Trade Register Number
- Url
- Contact Person
Action
Write
- Identifier For Existing PeopleRequired
- Person Id
- Last Name
- First Name
- Number
- Birthday (Format yyyy-mm-dd)
- E-Mail
- Second E-Mail
- Address
- Zip
- City
- Country
- Correspondence Type
- Group Ids
- Phone
- Second Phone
- Mobile
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
Action
Write
- Company or PersonRequired
- Company Contact Person
- Invoice Date
- Payment Due Date
- API Reference
- Invoice Title
- Invoice Status
- VAT included in the total
- Currency
- Bank Account
- Project
- Line Item Product Key
- Line Item Name/Id/CodeRequired
- Line Item QuantityRequired
- Line Item PriceRequired
- Line Item Text
- Line Item Discount in %
Action
Write
- InvoiceRequired
- Recipient MailRequired
- SubjectRequired
- MessageRequired
- Mark as pending
Action
Write
- Product TypeRequired
- NameRequired
- Description
- CodeRequired
- Remarks
- UnitRequired
- Sales PriceRequired
- CurrencyRequired
- Vat
Action
Write
- NameRequired
- Project TypeRequired
- Project StateRequired
- Company or PersonRequired
- Company Contact Person
- Start Date
- End Date
- Comment
Action
Write
- BillableRequired
- Business ActivityRequired
- Company or Person
- Company Contact Person
- Project
- Status
- TypeRequired
- Date
- Duration
- Start Time
- End Time
- Text
Action
Write
- Account NumberRequired
Action
Search
- Name
- ISO 3166
Action
Search
- Order Number
- API Reference
- Include Order PositionsRequired
Action
Search
- Name
- Code
Action
Search
- Quote Number
- API Reference
- Include Quote PositionsRequired
Action
Search
- Last NameRequired
- First NameRequired
- EMail
- Number
- Phone
- Mobile
- Birthday
- Second EMail
- Address
- Zip
- City
- Country
- Correspondence Type
- Categories
- Sectors
- Second Phone
- Fax
- Skype Name
- Language Id
- Remarks
- Salutation Form
- Salutation Id
- Title Id
- Company Id
- Position
- Url
- Contact Person
Action
Search or write

About bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

Learn more

Related categories

Accounting

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

bexio + Microsoft Dynamics 365 CRM

Create new persons in bexio when new contacts are added in Microsoft Dynamics 365 CRM

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 Sales-Invoice

Status of Invoice

Trigger each status changeRequired

New/Updated Person

New Project

State of Project

Trigger each status changeRequired

Create Manual Entry

Combined EntryRequired

Automatic Reference Number

Date (line item support)Required

Reference Number (line item support)

CurrencyRequired

Debit Account Numbers (line item support)Required

Credit Account Numbers (line item support)Required

Vat (line item support)

VAT Account

Description (line item support)

Amount (line item support)Required

Create Person

Last NameRequired

First NameRequired

Number

Birthday

EMail

Second EMail

Address

Zip

City

Country

Correspondence Type

Categories

Sectors

Phone

Second Phone

Mobile

Fax

Skype Name

Language Id

Remarks