Billit + Microsoft Dynamics 365 CRM

Create Contact

Creates a new contact.

Create Case/Incident

Creates a new case/incident.

Create Lead

Creates a new lead.

Update Case/Incident

Updates a Case/Incident.

Update Lead

Updates a lead.

Find Account

Finds an account by name.

Find Campaign

Finds a campaign by name.

Find Invoice

Finds a invoice by email address or other searchable field.

Find Opportunity

Finds an opportunity by subject or other searchable field.

Find or Create Contact

Finds a contact by email address or other searchable field.

Find or Create Lead

Finds a lead by email address or other searchable field.

Create Customer

This action will create a customer in Billit

Create Product

This action will create a new product in Billit.

Create Supplier

This action will create a supplier in Billit

Update Product

Find Product

This wil return product information

Create Invoice

Creates a new invoice.

Update Account

Updates an account.

Update Contact

Updates a contact.

Update Invoice

Updates an invoice.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Contact

Finds a contact by email address or other searchable field.

Find Lead

Finds a lead by email address or other searchable field.

Find or Create Account

Finds an account by name.

Find or Create Invoice

Finds a invoice by email address or other searchable field.

Find or Create Opportunity

Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

Create Invoice

This action will create a new Order in Billit.

Quick Invoice

This action wil create an invoice using the VAT Number of the client and Product ID

Update or Add Invoice

This Action will update a existing invoice or create a new one.

Find Customer

This action wil return the customer information

Find or Create Product

This wil return product information