Jasmin + Microsoft Dynamics 365 CRM

Create and update Jasmin contacts from new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads by connecting Microsoft Dynamics 365 CRM to Jasmin. With this workflow, whenever a new lead is added in Dynamics 365 CRM, it will create or update a contact in Jasmin. This seamless integration ensures accurate lead information is available across both platforms, simplifying your contact management and allowing you to focus on nurturing leads and growing your business.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create/Update Contact
Creates a new Contact.
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
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Prefix
- Item CodeRequired
- DescriptionRequired
- Complementary Description
- Tax Schema
- Barcode
- Image URL
Action
Write
- SubscriptionRequired
- Natural Key
- Currency
- Contact TypeRequired
- NameRequired
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Picture Thumbnail URL
- Notes
- Company Tax ID
Action
Write
- SubscriptionRequired
- Order Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Product CodeRequired
- Product Parent Code
- Warehouse
- Product NameRequired
- Product QuantityRequired
- Product PriceRequired
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Remove VAT
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Notes
Action
Write
- SubscriptionRequired
- CompanyRequired
- Document Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery TermRequired
- Serie
- Discount
- Price List
- Product CodeRequired
- Product NameRequired
- WarehouseRequired
- Product QuantityRequired
- Product UnitRequired
- Product Unit PriceRequired
- Accounting Party
- Exchange Rate
- Loading Date TimeRequired
- Loading CountryRequired
- Loading Postal Zone
- Loading City Name
- Loading Street Name
- Loading Building Number
- Unloading Date TimeRequired
- Unloading CountryRequired
- Unloading Postal Zone
- Unloading City Name
- Unloading Street Name
- Unloading Building Number
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
- Prefix
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
Trigger
Scheduled
Try It
- SubscriptionRequired
- Company
Trigger
Scheduled
Try It
- SubscriptionRequired
- Prefix
- Entity CodeRequired
- Customer Group
- Contact TypeRequired
- NameRequired
- Birthdate
- Gender
- Street Name
- Building Number
- Postal Zone
- City Name
- Country Code
- Electronic Mail
- Business Telephone
- Home Telephone
- Mobile
- Currency
- Payment Mehtod
- Payment Term
- Delivery Term
- Facebook URL
- Website URL
- Linkedin URL
- Picture URL
- Notes
- Company Tax ID
Action
Write
- SubscriptionRequired
- CompanyRequired
- Document Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product CodeRequired
- Product NameRequired
- Warehouse
- Product QuantityRequired
- Product PriceRequired
- Product Price Division Factor
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Description
- Shipping TAX
- Remarks
Action
Write
- SubscriptionRequired
- CompanyRequired
- Order Type
- Prefix
- Customer EntityRequired
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product CodeRequired
- Product NameRequired
- Warehouse
- Product QuantityRequired
- Product PriceRequired
- Product Price Division Factor
- Product Currency
- Item Discount
- Product UnitRequired
- Product TAXRequired
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Remarks
Action
Write

About Jasmin

Jasmin is a Cloud Management Software by PRIMAVERA BSS that allows you to track your business any time and anywhere. Jasmin allows you to manage sales, payments, stocks, receipts, orders, etc., offering you KPIs and tips for your business.

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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Jasmin + Microsoft Dynamics 365 CRM

Create and update Jasmin contacts from new leads 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)

New Contact

SubscriptionRequired

New Memo

SubscriptionRequired

Company

New Sales Order

SubscriptionRequired

Company

Create/Update Sales Item

SubscriptionRequired

Prefix

Item CodeRequired

DescriptionRequired

Complementary Description

Tax Schema

Barcode

Image URL

Create/Update Contact

SubscriptionRequired

Natural Key

Currency

Contact TypeRequired

NameRequired

Birthdate

Gender

Street Name

Building Number

Postal Zone

City Name

Country Code

Electronic Mail

Business Telephone

Home Telephone

Mobile

Facebook URL

Website URL

Linkedin URL

Picture URL

Picture Thumbnail URL

Notes