Fattura24 + Microsoft Dynamics 365 CRM

Create documents in Fattura24 from new contacts in Microsoft Dynamics 365 CRM

Effortlessly create documents in Fattura24 when a new contact is added in Microsoft Dynamics 365 CRM with this seamless workflow. Streamline your documentation process by generating invoices or quotes instantly as contacts are registered in your CRM. This automation eliminates manual work, allowing you to focus on building better customer relationships.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Document
Creates an order, receipt, or invoice document.
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
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Document TypeRequired
- Vat Chargeability
- Document Date
- Codice Destinatario
- Indirizzo PEC
- Send EmailRequired
- Amounts FormatRequired
- Total AmountRequired
- Total Vat Amount
- Object
- Foot Notes
- Pdf Template
- Invoice Number format
- Order id
- Currency
- FE Virtual Stamp
- Additional Data (JSON)
- Customer NameRequired
- Customer Address
- Customer City
- Customer Province
- Customer Postcode
- Customer Country
- Customer Fiscal Code
- Customer Vat Number
- Customer Email
- Customer Telephone Number
- Delivery Name
- Delivery Address
- Delivery Postcode
- Delivery City
- Delivery Province
- Delivery Country
- Product ID
- Product NameRequired
- Product Quantity
- Product PriceRequired
- Product Discount
- Product Vat Value
- Product Vat Description
- Product Vat Nature
- Product Price Includes TaxesRequired
- Product Vat TypeRequired
- Product Pdc
- Shipping Method Description
- Shipping Amount
- Shipping Discount Amount
- Shipping Vat Value
- Shipping Vat Description
- Shipping Vat Nature
- Shipping Amount Includes Taxes
- Shipping Vat Type
- Paid
- Payment Date
- Payment Method Options
- Payment Method Name
- Payment Method Description
Action
Write

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
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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Name
- Email
- Contact Type
- Pec Address
- Destination Code
- Fiscal Code
- Vat Code
- Address
- Postcode
- City
- Province
- Country
- Telephone Number
Action
Write
- Payment Method Name
- Payment Method Description
- Total Without TaxRequired
- Vat AmountRequired
- TotalRequired
- Foot Notes
- PriceRequired
- Vat CodeRequired
- Vat DescriptionRequired
Action
Write

About Fattura24

Fattura24 is an application available for web and mobile that helps entrepreneurs send invoices, track expenses, manage their clients and do many other things.

Learn more

Related categories

Accounting

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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Fattura24 + Microsoft Dynamics 365 CRM

Create documents in Fattura24 from new contacts in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

Create Document

Document TypeRequired

Vat Chargeability

Document Date

Codice Destinatario

Indirizzo PEC

Send EmailRequired

Amounts FormatRequired

Total AmountRequired

Total Vat Amount

Object

Foot Notes

Pdf Template

Invoice Number format

Order id

Currency

FE Virtual Stamp

Additional Data (JSON)

Customer NameRequired

Customer Address

Customer City

Customer Province

Customer Postcode

Customer Country

Customer Fiscal Code

Customer Vat Number

Customer Email

Customer Telephone Number

Delivery Name

Delivery Address

Delivery Postcode

Delivery City

Delivery Province

Delivery Country

Product ID

Product NameRequired

Product Quantity

Product PriceRequired

Product Discount

Product Vat Value