Cin7 Core Inventory + Microsoft Dynamics 365 CRM
Update Cin7 Core Inventory customers when new Microsoft Dynamics 365 CRM leads arrive
Keep your customer information up-to-date across your CRM and inventory management systems with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will automatically update the customer details in Cin7 Core Inventory. Stay organized and maintain accurate records by ensuring your systems always have the latest customer information.
Keep your customer information up-to-date across your CRM and inventory management systems with this seamless workflow. When a new lead is added in Microsoft Dynamics 365 CRM, it will automatically update the customer details in Cin7 Core Inventory. Stay organized and maintain accurate records by ensuring your systems always have the latest customer information.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update CustomerUpdates a customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planInfo
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 appInfo
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundInfo
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
Sale Additional Info Added
Triggers when an additional information is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Credit Note Authorised
Triggers when a sales credit note authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Invoice Authorised
Triggers when a sales invoice authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking number changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stock Level Update
Triggered when a change is made to product availability.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sale IDRequired
File NameRequired
Is Processed
File Content
File Download URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
StatusRequired
SKURequired
LocationRequired
Package #
QuantityRequired
Batch Serial Number
Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SKURequired
NameRequired
CategoryRequired
Brand
TypeRequired
Costing MethodRequired
DropShip Mode
Length
Width
Height
Weight
Unit of MeasureRequired
Weight Unit of Measure
Dimensions Unit of Measure
Barcode
Minimum Before Reorder
Reorder Quantity
Price Tier 1Required
Price Tier 2
Price Tier 3
Price Tier 4
Price Tier 5
Price Tier 6
Price Tier 7
Price Tier 8
Price Tier 9
Price Tier 10
Short Description
Description
Tags
Stock Locator
Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
Keep Existing Shipment Lines
StatusRequired
Require By Date
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Shipping Notes
Shipment DateRequired
Carrier
Package #Required
Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From LocationRequired
To LocationRequired
Departure DateRequired
Completion DateRequired
Reference
SKURequired
Transfer QuantityRequired
Batch Serial Number
Expiry Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Name
Currency
Payment Term
Discount
TaxRule
Carrier
Sales Representative
Location
Comments
Account Receivable
Revenue Account
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
CustomerRequired
Contact
Phone
Email
Order Date
Sale Account
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State
Billing Address Postcode
Billing Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Carrier
Ship By
Tax Rule
Tax Inclusive
Terms
Price Tier
Location
Note
Customer Reference
Sales Representative
Currency Rate
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
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.Customer Name
Contact Name / Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPage numberRequired
Limit per pageRequired
ID of product
Name of product
Sku of product
Non Zero Products OnlyRequired
Location
Batch #
Category
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 planNew 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 planNew 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 planNew 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 planNew 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 planOwner
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundSale Attachment Added
Triggers when an attachment is added to a sale
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sale
Triggers when a new sale is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
CurrencyRequired
Payment TermRequired
Discount
TaxRuleRequired
Carrier
Sales Representative
Location
Comments
Account ReceivableRequired
Revenue AccountRequired
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sale IDRequired
Payment Type
Reference
AmountRequired
Date PaidRequired
AccountRequired
Currency RateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Contact
Phone
Email
Order Date
Sale Account
SKURequired
QuantityRequired
PriceRequired
TaxRequired
TotalRequired
Line Order
Discount
Sale Account
Tax RuleRequired
Comment
DropShip
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State
Billing Address Postcode
Billing Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State
Shipping Address Postcode
Shipping Address Country
Shipping Address Contact
Shipping Address Company
Shipping Address Ship To Other
Carrier
Ship By
Tax Rule
Tax Inclusive
Terms
Price Tier
Location
Note
Customer Reference
Invoice Status
Order Status
AutoPickPackShip Mode
Sales Representative
Invoice Date
Invoice Due Date
Currency Rate
Order Memo
Invoice Memo
Reference
Amount
DatePaid
Account
Currency Rate
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Effective DateRequired
Account
Reference
SKURequired
QuantityRequired
Unit CostRequired
LocationRequired
Batch Serial Number
Expiry Date
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CurrencyRequired
Payment TermRequired
Discount
Tax RuleRequired
Comments
Account PayableRequired
Tax Number
Attribute Set
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Line 1 (required when Addresses provided)
Line 2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
SKURequired
NameRequired
CategoryRequired
Brand
TypeRequired
Costing MethodRequired
DropShip Mode
Length
Width
Height
Weight
Unit of MeasureRequired
Weight Unit of Measure
Dimensions Unit of Measure
Barcode
Minimum Before Reorder
Reorder Quantity
Price Tier 1Required
Price Tier 2
Price Tier 3
Price Tier 4
Price Tier 5
Price Tier 6
Price Tier 7
Price Tier 8
Price Tier 9
Price Tier 10
Short Description
Description
Tags
Stock Locator
Pick Zones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
CurrencyRequired
PaymentTermRequired
Discount
Tax RuleRequired
Comments
Account PayableRequired
Tax Number
Attribute Set
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Line 1 (required when Addresses provided)
Line 2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assembly Status
Search
Sale ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSale ID
Order Number
Invoice Number
Credit Note Number
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSale IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Contact Name / Email
CurrencyRequired
Payment TermRequired
Discount
TaxRuleRequired
Carrier
Sales Representative
Location
Comments
Account ReceivableRequired
Revenue AccountRequired
Price Tier
Tax Number
On Credit Hold
AttributeSet
Additional Attribute 1
Additional Attribute 2
Additional Attribute 3
Additional Attribute 4
Additional Attribute 5
Additional Attribute 6
Additional Attribute 7
Additional Attribute 8
Additional Attribute 9
Additional Attribute 10
Tags
Line1 (required when Addresses provided)
Line2
City
State
Postcode
Country (required when Addresses provided)
Type (required when Addresses provided)
Default For Type
Name (required when Contacts provided)
Job Title
Phone
Mobile Phone
Fax
Email
Website
Default
Comment
Include In Email
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
About Cin7 Core Inventory
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