Eworks Manager + Microsoft Dynamics 365 CRM
Create quotes in Eworks Manager for updated contacts in Microsoft Dynamics 365 CRM
Keep your sales process streamlined and up-to-date with this automation workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a quote for them in Eworks Manager. Ensure your quotes remain accurate and relevant while saving time on manual data entry, so you can focus on closing deals and building strong customer relationships.
Keep your sales process streamlined and up-to-date with this automation workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a quote for them in Eworks Manager. Ensure your quotes remain accurate and relevant while saving time on manual data entry, so you can focus on closing deals and building strong customer relationships.
- When this happens...
Contact UpdatedTriggers when a contact has been updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create QuoteCreates a Quote.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact Updated
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Campaign Response
Updates an existing campaign response.
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appFind Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
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
Appointment Action Required
Triggers when an appointment status is action required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Completed
Triggers when an appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Site
Triggers when an appointment status is changed to on site.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Paid
Triggers when an expense is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Cancelled
Triggers when an invoice is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Action Required
Triggers when a job status is changed to Action Required.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Cancelled
Triggers when a job is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job in Progress
Triggers when a job status is changed to In Progress.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Authorised
Triggers when a lead is authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when a lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Cancelled
Triggers when a purchase order is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when a purchase order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Rejected
Triggers when a quote is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense NameRequired
Net AmountRequired
VAT AmountRequired
Expense DateRequired
Reference
Billable?
Authorised?
Paid?
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Company NameRequired
Email AddressRequired
TelephoneRequired
Mobile
Address
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Quote Date
Expiry Date
Preferred Job Date
Preferred Job Time
Description
Customer Notes
Terms
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Full NameRequired
AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appItem CodeRequired
Item TypeRequired
Item CategoryRequired
Item NameRequired
Cost PriceRequired
PriceRequired
Item Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundItem TypeRequired
Item CategoryRequired
Item NameRequired
Item CodeRequired
Cost PriceRequired
PriceRequired
Item Description
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
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase/Incident Updated
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Updated
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Updated
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInfo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Status
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
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAppointment Accepted
Triggers when an appointment is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Cancelled
Triggers when an appointment is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Declined
Triggers when an appointment is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment on Route
Triggers when an appointment status changed to on route.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Status Changed
Triggers when appointment status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Authorised
Triggers when an expense is authorised.
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 Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Item Updated
Triggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Authorised
Triggers when a job is Authorised.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Completed
Triggers when a job is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job on Hold
Triggers when a job status is changed to On Hold.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Rejected
Triggers when a lead is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new job appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Item
Triggers when a new Item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Approved
Triggers when a purchase order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Paid
Triggers when a purchase order is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer TypeRequired
Customer NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Invoice DateRequired
Due Date
Terms
Internal Notes
Customer Notes
Purchase Order Ref
Job Order Ref
Item CodeRequired
Item Description
Account Code
Tax Rate
Quantity
Discount Type
Discount Value
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Job Type
Start DateRequired
Complete ByRequired
Short DescriptionRequired
Description
Customer Notes
Internal Notes
Item Code
Description
Quantity
Cost Price
Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Customer Name
Purchase DateRequired
Payment Terms
Supplier Notes
Delivery Notes
Internal Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order RefRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Full NameRequired
AddressRequired
Customer TypeRequired
Email Address
Telephone
City
County
Postcode
Country
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSupplier NameRequired
Full NameRequired
Email Address
Telephone
AddressRequired
City
County
Postcode
Country
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
About Eworks Manager
Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice
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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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