mfr - field service management + Microsoft Dynamics 365 CRM
Create service locations in mfr - field service management for new leads in Microsoft Dynamics 365 CRM
Efficiently manage your field service operations by automating the creation of service locations in the mfr - Field Service Management app whenever a new lead is added in Microsoft Dynamics 365 CRM. This workflow ensures a seamless process to enhance team productivity and response time to new leads, allowing you to provide top-notch service to your clients.
Efficiently manage your field service operations by automating the creation of service locations in the mfr - Field Service Management app whenever a new lead is added in Microsoft Dynamics 365 CRM. This workflow ensures a seamless process to enhance team productivity and response time to new leads, allowing you to provide top-notch service to your clients.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Location (Service Location)Create a location (service location) with a contact. This is an important job information for the technician.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer typeRequired
Owner
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Custom EntityRequired
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when new job was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity Id (Job)Required
Entity typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment typeRequired
Duration [Minutes]Required
Start date timeRequired
End date time
Appointment description
Username of techncianRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer First NameRequired
Customer Last NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Company note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer ID
Service Request ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IdRequired
Report definition Code (e.g. R-212)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Id
Customer IdRequired
Job Description
Location Id (Service location)
Job Template
Project Id
TargetTime
StartDateTime
EndDateTime
MFR Username
Produktliste
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Id (Job)Required
Entity typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilenameRequired
FileRequired
Job IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Request IDRequired
Dispatch Date
Maximum Results
Search Radius (km)
Include Subcontractors
Preferred Technician ID
Exclude Technician IDs
Return Only Best Match
ActionThis is an event a Zap performs.SearchFind existing data in your appItem Name / Id
ActionThis is an event a Zap performs.SearchFind existing data in your appServiceRequest Id
ServiceRequest State
Expand
Customer
ServiceObject Id
ActionThis is an event a Zap performs.SearchFind existing data in your appExpands
ServiceRequest IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Location (Service Location)
Triggers when new location (service location) is available.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request StateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request IDRequired
Current Owner Email
Current Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Main contact first name company
Main contact last name company
Main contact phone number
Main contacts email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Original Service Request IDRequired
Follow-up Job Name
Follow-up Job Description
Job Template ID
Service Request Type
Clone Comments
Clone Undone and Failed Steps
Clone Items
Clone All Steps
Clone Documents
Clone Tags
Clone Open Appointments
Project Id
StartDateTime
EndDateTime
MFR Username
Product List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ItemType NameRequired
ItemType IdRequired
Price
Costs
ItemType description
ItemType EAN
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location NameRequired
Location Id
Company Id
AddressRequired
Zip code
City
Country
Contact First Name
Contact Last Name
Location Note
Contact Telephone
Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Event TypeRequired
Duration [Minutes]
Start Date Time
End Date Time
Description
Username of TechnicianRequired
Service Request ID
Appointment ID
Longitude
Latitude
Driving Distance
Corrected Time
External ID
Is Approved
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Request IDRequired
Job Name
Job Description
Job State
Current Owner Email
Target Time (minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilenameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appServiceObject Id
ServiceObject Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUsername
ActionThis is an event a Zap performs.SearchFind existing data in your app
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