Gatekeeper + Microsoft Dynamics 365 CRM Integrations

How to connect Gatekeeper + Microsoft Dynamics 365 CRM

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Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers

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Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers

Premium

Details

Try it

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Supported triggers and actions

What does this mean?

- Meta Status
- Approval Status
Trigger
Instant
Try It
- Meta Status
- Approval Status
Trigger
Instant
Try It
- Approval Status
- Meta Status
Trigger
Instant
Try It
- Approval Status
- Meta Status
Trigger
Instant
Try It
- TitleRequired
- Meta StatusRequired
- Approval StatusRequired
- Contract TypeRequired
- Start Date
- End Date
- Annual Value (cents)Required
- SupplierRequired
- CategoryRequired
- EntityRequired
- TeamRequired
- Auto ArchiveRequired
- Auto Archive days
- CurrencyRequired
- Description
- EvergreeenRequired
- Internal Ref
- Notice Period Date
- Notice Period Days
- RAG Narrative
- RAG status
Action
Write

- NameRequired
- Supplier TypeRequired
- Approval StatusRequired
- Meta StatusRequired
- Legal Name
- Line 1
- City
- Region
- Postal Code
- Country
- Company Reg
- External Id
- Website URL
- Financial Year
- Relationship Since
- RAG status
- RAG narrative
Action
Write
- Name
Action
Search

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
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
- Welcome
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

- Meta Status
- Approval Status
Trigger
Instant
Try It
- Meta Status
- Approval Status
Trigger
Instant
Try It
- Approval Status
- Meta Status
Trigger
Instant
Try It
- Approval Status
- Meta Status
Trigger
Instant
Try It
- Amount centsRequired
- CurrencyRequired
- Start DateRequired
- GK Supplier IDRequired
- Account Code
- GK Contract ID
- Description
- External ID
- Indirect Supplier ID
- Type
- Reporting amount cents
- Reporting Currency
Action
Write
- Custom FieldRequired
- Custom Field Value
Action
Search
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
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
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

How Gatekeeper + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Gatekeeper and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Gatekeeper + Microsoft Dynamics 365 CRM

About Gatekeeper

Gatekeeper is a powerful, flexible and intuitive Supplier and Contract Management solution.

Help

Related categories

Documents

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

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Gatekeeper + Microsoft Dynamics 365 CRM Integrations

How to connect Gatekeeper + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers

Create Microsoft Dynamics 365 CRM accounts for new Gatekeeper suppliers

Connect your apps and automate workflows

Update Contract Approval Status

Meta Status

Approval Status

Update Contract MetaStatus (Archived/Live)

Meta Status

Approval Status

Update Supplier Approval Status

Approval Status

Meta Status

Update Supplier Meta Status (Pipeline/Archived/Live)

Approval Status

Meta Status

Create Contract

TitleRequired

Meta StatusRequired

Approval StatusRequired

Contract TypeRequired

Start Date

End Date

Annual Value (cents)Required

SupplierRequired

CategoryRequired

EntityRequired

TeamRequired

Auto ArchiveRequired

Auto Archive days

CurrencyRequired

Description

EvergreeenRequired

Internal Ref

Notice Period Date

Notice Period Days

RAG Narrative

RAG status

Create Supplier

NameRequired

Supplier TypeRequired

Approval StatusRequired

Meta StatusRequired

Legal Name

Line 1

City

Region

Postal Code

Country

Company Reg

External Id

Website URL

Financial Year

Relationship Since

RAG status

RAG narrative

Find a Supplier by Name

Name

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

App Extensions (Beta)

Welcome

Find Account

Info

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