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Connect Microsoft Dynamics 365 CRM to Invoice2go and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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How Zapier works

Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Invoice2go - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Dynamics 365 CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Dynamics 365 CRM, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Invoice2go

An action is what takes place after the automation is triggered. For example, with Invoice2go, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Dynamics 365 CRM to Invoice2go

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Triggers and actions are the main components of every automated workflow.

Connect Microsoft Dynamics 365 CRM and Invoice2go to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Microsoft Dynamics 365 CRM and Invoice2go to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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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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    About Invoice2go
    Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
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