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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Clicfans - no code necessary. See how you can get setup in minutes.
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
1. Choose trigger event
Clicfans
Clicfans
2. Choose action
1. Select the event
Setup
Test
Microsoft Dynamics 365 CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Update Contact" in Clicfans.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Clicfans, automating your workflow.
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.
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create 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
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find 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
Action
This is an event a Zap performs.
Search or write
Find 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
Action
This is an event a Zap performs.
Search or write
Find 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
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
email
Required
Name
surnames
Phone
field 1
field 2
field 3
field 4
field 5
field 6
field 7
field 8
field 9
field 10
field 11
field 12
field 13
field 14
field 15
field 16
field 17
field 18
field 19
field 20
field 21
field 22
field 23
field 24
field 25
field 26
field 27
field 28
field 29
field 30
field 31
field 32
field 33
field 34
field 35
field 36
field 37
field 38
field 39
field 40
field 41
field 42
field 43
field 44
field 45
field 46
field 47
field 48
field 49
field 50
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID (email o ID_Contacto)
Required
Workflow (ID)
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID (email o ID_Contacto)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Dynamics 365 CRM and Clicfans with AI agents and code
Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and Clicfans actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Dynamics 365 CRM and Clicfans actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Account
Update Contact
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Connect Microsoft Dynamics 365 CRM and Clicfans to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
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