Hnry + Microsoft Dynamics 365 CRM

Create Hnry clients from new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your contacts and clients with this seamless automation between Microsoft Dynamics 365 CRM and Hnry. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create a client in the Hnry app, ensuring your client information stays consistent and up-to-date across both platforms. Save time, reduce manual data entry, and focus on building stronger client relationships with this handy integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
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
- NameRequired
- Contact Name
- Tax Deduction Percentage
- Email
- Address
Action
Write
- ClientRequired
- Invoice Date
- Due Date
- Period Start Date
- Period End Date
- Purchase Order or Reference Number
- Description
- Quantity
- Price
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
- ClientRequired
- Invoice Date
- Due Date
- Period Start Date
- Period End Date
- Purchase Order or Reference Number
- Description
- Quantity
- Price
Action
Search or 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
- InvoiceRequired
- Description
- Quantity
- Price
Action
Write
- Expense TypeRequired
- Receipt File/Image
Action
Write
- NameRequired
Action
Search
- NameRequired
- Contact Name
- Tax Deduction Percentage
- Email
- Address
Action
Search or write

About Hnry

Hnry is a service for contractors, freelancers, sole traders, and self-employed individuals that takes away all the hassle of tax and compliance as well as providing you with the necessary tools to manage any additional financial admin.

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.

Learn more Help

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Hnry + Microsoft Dynamics 365 CRM

Create Hnry clients from new Microsoft Dynamics 365 CRM contacts

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 Client

NameRequired

Contact Name

Tax Deduction Percentage

Email

Address

Create Invoice

ClientRequired

Invoice Date

Due Date

Period Start Date

Period End Date

Purchase Order or Reference Number

Description

Quantity

Price

Find Invoice

Search ByRequired

Find or Create Invoice

Search ByRequired

ClientRequired

Invoice Date

Due Date

Period Start Date

Period End Date

Purchase Order or Reference Number

Description

Quantity

Price

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident