BuyerAssist + Microsoft Dynamics 365 CRM
BuyerAssist + Microsoft Dynamics 365 CRM
BuyerAssist + Microsoft Dynamics 365 CRM integrations
Create new BuyerAssist opportunities when contacts are updated in Microsoft Dynamics 365 CRM
Effortlessly manage your sales opportunities with this seamless workflow between Microsoft Dynamics 365 CRM and BuyerAssist. When a contact is updated in Dynamics 365, this automation ensures the corresponding contact in BuyerAssist stays current. Streamline your sales processes and save time by keeping all your contacts up-to-date with this efficient solution.
- When this happens...
Updated ContactTriggers when a contact is updated.TriggerPolling - automatically do this!
Create OpportunityCreates a new Opportunity in BuyerAssistActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and BuyerAssist
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and BuyerAssist
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Owner
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Case/IncidentRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New AssigneeTriggered when User Add or Update Task assignee.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggered when a new contact is created in BuyerAssist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- Source ID
- Source SystemRequired
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MSP IDRequired
- Milestone Template ID
- Milestone NameRequired
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- EmailRequired
- First Name
- Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Company ID
- Email
- First Name
- Last Name
- Title
- Source ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MSP IDRequired
- Task IDRequired
- Task Name
- Task Due Date
- Task Description
- is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Email
- First Name
- Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search property nameRequired
- Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search property nameRequired
- Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
- Milestone IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
- Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search property nameRequired
- Search property Value
- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search property nameRequired
- Search property Value
- Opportunity NameRequired
- Account IDRequired
- Stage Name
- Amount
- Description
- Close Date
- Source SystemRequired
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggered when a new task is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - MSP IDRequired
- Notes IDRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Email
- First Name
- Last Name
- Title
- Source ID
- Source SystemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Company Id
- Company nameRequired
- Display nameRequired
- Opportunity/Deal Id
- Mutual Success Plan NameRequired
- Mutual Success Plan Start DateRequired
- Mutual Success Plan Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MSP IDRequired
- Milestone IDRequired
- Task NameRequired
- Task Due DateRequired
- Task DescriptionRequired
- Is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Company Name
- Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Opportunity NameRequired
- Account ID
- Amount
- Description
- Stage Name
- Close Date
- Source System
- External Opportunity ID
- External Account ID
- External Opportunity Owner ID
- Fiscal
- Forecast Category
- Forecast Category Name
- Is Closed
- Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- MSP IDRequired
- Task StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search property nameRequired
- Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
- Milestone NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- MSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OPP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search property nameRequired
- Search property Value
- Company NameRequired
- Source ID
- Source SystemRequired
- External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- MSP IDRequired
- Milestone NameRequired
- Milestone Template ID
- Milestone Start DateRequired
- Milestone End DateRequired
- is InternalRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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