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FacturaDirecta + Microsoft Dynamics 365 CRM

Create FacturaDirecta sales invoices for new Microsoft Dynamics 365 CRM leads

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM with FacturaDirecta through this workflow. When a new lead arises in Microsoft Dynamics 365 CRM, a sales invoice is instantly created in FacturaDirecta, ensuring accurate invoicing and time-saving for every lead in your CRM system. Boost your productivity and maintain precise records with this seamless integration.

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM with FacturaDirecta through this workflow. When a new lead arises in Microsoft Dynamics 365 CRM, a sales invoice is instantly created in FacturaDirecta, ensuring accurate invoicing and time-saving for every lead in your CRM system. Boost your productivity and maintain precise records with this seamless integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    FacturaDirectaFacturaDirecta
    Create Sales Invoice

    Creates a sales invoice (with line-item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About FacturaDirecta

FacturaDirecta is an easy accounting software for small business and freelancers.
Learn more

Related categories

  • Accounting
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