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

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Write
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Write
- WorkspaceRequired
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Description
- Billable
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- WorkspaceRequired
- Description
- Time Entry Started After
- Time Entry Ended Before
- Project
- Task
- Tags
Action
Search
- WorkspaceRequired
- Project nameRequired
- Client
- Is project public?
- Is project billable?
Action
Search or write
- WorkspaceRequired
- Tag nameRequired
Action
Search or write
- WorkspaceRequired
- Description
- Start DateTimeRequired
- End DateTimeRequired
- Project
- Task
- Tags
- Billable
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
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
- WorkspaceRequired
- Client nameRequired
Action
Search
- WorkspaceRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- WorkspaceRequired
- Client nameRequired
Action
Search or write
- WorkspaceRequired
- Project
- Task
- Tags
- Description
- Is billable?
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
Action
Search or write

About Clockify

Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.

Learn more

Related categories

Time Tracking Software

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Clockify + Microsoft Dynamics 365 CRM

Create Clockify tasks for new Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Project

WorkspaceRequired

New Task

WorkspaceRequired

ProjectRequired

New Timer Started

WorkspaceRequired

Create Task

WorkspaceRequired

ProjectRequired

Task nameRequired

Status

Create Project

WorkspaceRequired

Project nameRequired

Client

Is project public?

Is project billable?

Create Time Entry

WorkspaceRequired

Start DateTimeRequired

End DateTimeRequired

Project

Task

Tags

Description

Billable

Stop Timer

WorkspaceRequired

Find Project

WorkspaceRequired

Project NameRequired

Find Tag

WorkspaceRequired

Tag NameRequired

Find Time Entry

WorkspaceRequired

Description

Time Entry Started After

Time Entry Ended Before