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Billsby + Microsoft Dynamics 365 CRM

Add feature tags in Billsby for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your leads and streamline your billing process with this powerful workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly add feature tags to the corresponding customer in Billsby. Save time, eliminate manual entry, and ensure data consistency across your business tools.

Efficiently manage your leads and streamline your billing process with this powerful workflow. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will instantly add feature tags to the corresponding customer in Billsby. Save time, eliminate manual entry, and ensure data consistency across your business tools.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    BillsbyBillsby
    Add Feature Tags

    Adds feature tags to the provided subscriptionIds

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About Billsby

Billsby is a billing service you can rely on for easy and accurate billing whatever your subscription business is.

Related categories

  • Payment Processing
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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.
Learn moreHelp

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