Exact Online Bouw + Microsoft Dynamics 365 CRM

Create new contacts in Exact Online Bouw from Microsoft Dynamics 365 CRM new contacts

Effortlessly keep your contacts in sync between Microsoft Dynamics 365 CRM and Exact Online Bouw with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Exact Online Bouw, ensuring your data stays up-to-date across both platforms. Say goodbye to manual data entry and streamline your contact management process with this powerful automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Contact aanmaken
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
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
Invoice Updated
Triggers when an invoice is 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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Query voor zoeken
Trigger
Scheduled
Try It
- NummerRequired
- ObjectnaamRequired
- Project id
- ContactRequired
- Bewoner
- Omschrijving
- Straatnaam
- Huisnummer
- Postcode
- Stad
- Land
- Eerste opleverdatum
- Tweede opleverdatum
Action
Write
- Projectnaam
- Project statusRequired
- Straat
- Huisnummer
- Postcode
- Plaats
- ContactRequired
- Filiaal
- Omschrijving
- Project Categorie
- Referentie
- Start Datum
- Eind Datum
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Contact NaamRequired
- Contact TypeRequired
- Straatnaam
- Huisnummer
- Postcode
- Plaats
- Emailadres
- Telefoonnummer
- KvK nummer
- BTW nummer
- IBAN
- Opmerking
- Land
Action
Write
- TokenRequired
- Project IdRequired
- Kleur
Action
Write

About Exact Online Bouw

Exact Online Bouw is a construction project management platform.

Related categories

Project Management

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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Exact Online Bouw + Microsoft Dynamics 365 CRM

Create new contacts in Exact Online Bouw from Microsoft Dynamics 365 CRM new contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Get Projects

Query voor zoeken

Create Object

NummerRequired

ObjectnaamRequired

Project id

ContactRequired

Bewoner

Omschrijving

Straatnaam

Huisnummer

Postcode

Stad

Land

Eerste opleverdatum

Tweede opleverdatum

Create Project

Projectnaam

Project statusRequired

Straat

Huisnummer

Postcode

Plaats

ContactRequired

Filiaal

Omschrijving

Project Categorie

Referentie