Create integrations between BSI and Microsoft Dynamics 365 CRM to automate any workflow
WHEN THIS HAPPENS
New CustomerAUTOMATICALLY DO THIS
Create Case/IncidentEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
URL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Customer identificationRequired
Subject
Responsible identification
Sales responsible identification
Notes
Status
Start date
End date
Price
URL (Entwurf/Live)Required
Customer Identification
Salutation
Title
Last name
First name
Street and House no.
Zip code
City
Country
Telephone
Mobile
E-Mail
Birthday
Language
Origin
Event
Notes
Creation date
Gender
URL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Try ItURL (Entwurf/Live)Required
Customer identificationRequired
Subject
Start date
Responsible identification
Channel
Address
Notes
URL (Entwurf/Live)Required
Customer IdentificationRequired
Subject
Due date
Responsible Identification
Lead identification
Notes
High priority