JobNimbus + Microsoft Dynamics 365 CRM

Create and update contacts in JobNimbus when new contacts are added to Microsoft Dynamics 365 CRM

Keep your Microsoft Dynamics 365 CRM and JobNimbus contacts up to date with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation updates the corresponding contact in JobNimbus, ensuring your records stay consistent across both platforms. Save time and streamline your contact management process with this efficient integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Update Contact
Update an existing contact with Display Name.
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
- FilterRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- NameRequired
- Primary Contact IdRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State TextRequired
- ZipRequired
- Country Name
- Tags
- Date Created
- Date Start
- Date End
- Job Type
- Status Name
- External Id
Action
Write
- IDRequired
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
- 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
- FilterRequired
Trigger
Instant
Try It
- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
Action
Write
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- EmailRequired
Action
Search

About JobNimbus

JobNimbus CRM + Project Management for the service industry.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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JobNimbus + Microsoft Dynamics 365 CRM

Create and update contacts in JobNimbus when new contacts are added to 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)

Job Created, Modified or Deleted

FilterRequired

Create Contact (Legacy)

First Name

Last Name

Company

Email

Contact Type

Status Name

Source Name

Description

Sales Rep Name

Home Phone

Mobile Phone

Work Phone

Fax Number

Website

Address Line 1

Address Line 2

City

State Text

Zip

Created By Name

Date Created

Date Start

Date End

Tags

External Id

Update Contact (Legacy)

IdRequired

First Name

Last Name

Company

Email

Contact Type

Status Name

Source Name

Description

Sales Rep Name

Home Phone