Clockify + Microsoft Dynamics 365 CRM

Create Clockify tasks for new Microsoft Dynamics 365 CRM leads

Effortlessly stay on top of your lead management with this Microsoft Dynamics 365 CRM and Clockify workflow. When a new lead is added in Dynamics 365, a task is created in Clockify, helping you track time and ensure that you never miss an opportunity. Manage your leads efficiently and increase productivity with this seamless automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Task
Creates a task on a specified project.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- 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
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- Project
- Task
- Tags
Trigger
Scheduled
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Scheduled
Try It
- WorkspaceRequired
- Client nameRequired
Action
Write
- WorkspaceRequired
- Tag nameRequired
Action
Write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Write

Clockify + Microsoft Dynamics 365 CRM

Create Clockify tasks for new Microsoft Dynamics 365 CRM leads

Supported triggers and actions

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Client

New Tag

New Time Entry

New Workspace

Create Client

Create Tag

Start Timer