Daftra + Microsoft Dynamics 365 CRM
Daftra + Microsoft Dynamics 365 CRM
Daftra + Microsoft Dynamics 365 CRM integrations
Update Daftra clients when contacts are modified in Microsoft Dynamics 365 CRM
Keep your Microsoft Dynamics 365 CRM contacts and Daftra clients in sync with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation creates or updates a client in Daftra, ensuring your records are always up-to-date. Streamline your data management and maintain consistent information across both platforms with this seamless integration.
- When this happens...
Updated ContactTriggers when a contact is updated.TriggerPolling - automatically do this!
Add ClientCreates a new clientActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Daftra
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Daftra
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
Refund Receipt CreatedTriggers when a new Refund Receipt is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client Deleted
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when an Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Deleted
Triggers when Purchase Order Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
Triggers when a Client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Updated
Triggers when Purchase Order was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Created
Triggers when a new Estimate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Updated
Triggers when an Estimate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Payment Created
Triggers when a new Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Created
Triggers when there's a new product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Updated
Triggers when a Product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Deleted
Triggers when supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Estimate
Creates a new Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Invoice Payment
Creates a new Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Purchase Order
Creates a new Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Client
Creates a new client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Journal
Creates a new Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Edit Estimate
Edits an Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Invoice
Edits an Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Journal
Edits a Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Purchase Order
Edits a Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Supplier
Edits a Supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 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- Credit Note Created
Triggers when a new Credit Note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Credit Note Deleted
Triggers when a Credit Note is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Delete Invoice
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Deleted
Triggers when a Journal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Credit Note Updated
Triggers when a Credit Note is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when a Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Updated
Triggers when a Journal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Refund Receipt Updated
Triggers when a Refund Receipt was updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Deleted
Triggers when an Estimate is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Created
Triggers when there's a new Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Created
Triggers when a new Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Journal Created
Triggers when a new Journal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Deleted
Triggers when a Product is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Invoice
Creates a new Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Product
Creates a new Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Refund Receipt
Creates a new Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Expense
Creates a new Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Supplier
Creates a new supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Refund Receipt IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Edit Client
Edits a Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Expense
Edits an Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Invoice Payment
Edits an Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Product
Edits a Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Edit Refund Receipt
Edits a Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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