Jasmin + Microsoft Dynamics 365 CRM

Jasmin + Microsoft Dynamics 365 CRM integrations

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

Effortlessly maintain your contact database across both Microsoft Dynamics 365 CRM and Jasmin with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, the automation will create or update the corresponding contact in Jasmin, ensuring your records stay accurate and up-to-date. This time-saving solution allows you to focus on building customer relationships without worrying about manual data entry.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create/Update ContactCreates a new Contact.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Jasmin

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Jasmin

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Item Code
  Required
- Description
  Required
- Complementary Description
- Tax Schema
- Barcode
- Image URL
Action
Write
- Subscription
  Required
- Natural Key
- Currency
- Contact Type
  Required
- Name
  Required
- 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
- Subscription
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Product Code
  Required
- Product Parent Code
- Warehouse
- Product Name
  Required
- Product Quantity
  Required
- Product Price
  Required
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Remove VAT
- Total Shipping Paid
- Shipping Item
- Shipping Description
- Notes
Action
Write
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
  Required
- Serie
- Discount
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
  Required
- Product Quantity
  Required
- Product Unit
  Required
- Product Unit Price
  Required
- Accounting Party
- Exchange Rate
- Loading Date Time
  Required
- Loading Country
  Required
- Loading Postal Zone
- Loading City Name
- Loading Street Name
- Loading Building Number
- Unloading Date Time
  Required
- Unloading Country
  Required
- Unloading Postal Zone
- Unloading City Name
- Unloading Street Name
- Unloading Building Number
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Prefix
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
Trigger
Polling
Try It
- Subscription
  Required
- Company
Trigger
Polling
Try It
- Subscription
  Required
- Prefix
- Entity Code
  Required
- Customer Group
- Contact Type
  Required
- Name
  Required
- 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
- Subscription
  Required
- Company
  Required
- Document Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- Billing Name
- Billing Tax ID
- Billing Address
- Total Shipping Paid
- Shipping Description
- Shipping TAX
- Remarks
Action
Write
- Subscription
  Required
- Company
  Required
- Order Type
- Prefix
- Customer Entity
  Required
- Currency
- Payment Method
- Payment Term
- Delivery Term
- Serie
- Discount
- Reference
- Price List
- Product Code
  Required
- Product Name
  Required
- Warehouse
- Product Quantity
  Required
- Product Price
  Required
- Product Price Division Factor
- Product Currency
- Item Discount
- Product Unit
  Required
- Product TAX
  Required
- 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.

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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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CRM (Customer Relationship Management)

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