Easy Project + Microsoft Dynamics 365 CRM

Create tasks in Easy Project for new leads in Microsoft Dynamics 365 CRM

Easily streamline your sales process with this automation that instantly creates tasks in Easy Project whenever a new lead is added to Microsoft Dynamics 365 CRM. Keep your team on track with assigned tasks and never miss a follow-up opportunity with potential clients. Ensure better productivity, improved lead management, and enhanced collaboration across your teams.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Task
Create a new task.
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
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- NameRequired
- Run onRequired
- Project
Trigger
Instant
Try It
- Project NameRequired
- Project Description
- Due Date
- PriorityRequired
Action
Write
- ProjectRequired
- Task
- UserRequired
- ActivityRequired
- HoursRequired
- Spent On dateRequired
- Comments
Action
Write
- Entity TypeRequired
- Insert Project / Task / Milestone IDRequired
- NameRequired
- Total AmountRequired
- Currency Code
- DateRequired
- Description
Action
Write

Easy Project + Microsoft Dynamics 365 CRM

Create tasks in Easy Project for new leads in Microsoft Dynamics 365 CRM

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 Project

Task Comments Web Hook Trigger

Create Project

Create Time Entry

Create Planned Project Income

Create Project Income