Microsoft Dynamics 365 CRM + My Web Audit
Microsoft Dynamics 365 CRM + My Web Audit
Microsoft Dynamics 365 CRM + My Web Audit integrations
Update audits in My Web Audit when contacts are updated in Microsoft Dynamics 365 CRM
Efficiently manage your CRM records with this automation. When you update a contact in Microsoft Dynamics 365 CRM, the workflow will instantly trigger a My Web Audit to run, helping you stay aware of any changes. Enjoy streamlined record-keeping and accurate data through seamless integration between both apps.
- When this happens...
Updated ContactTriggers when a contact is updated.TriggerPolling - automatically do this!
Run AuditRuns a new audit.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and My Web Audit
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and My Web Audit
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New 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 plan - 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
- 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 app- Info
- 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 app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 found- Info
- 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 found- Info
- 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- Info
- 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
Audit Email ReadTriggers when the user reads the email the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Audit Report Read
Triggers when the user views the report the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Audit Widget Submission
Triggers when a user submits the audit widget form on your website.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Name
- Company Name
- EmailRequired
- Phone
- Template Token
- Website URLRequired
- Primary Target Keyword
- Enable Competitive AnalysisRequired
- Competitor 1 Website URL
- Competitor 2 Website URL
- Automatically Run System Checks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Primary KeywordRequired
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Target AddressRequired
- Distance Between Grid PointsRequired
- Distance TypeRequired
- Competitor Company Name 1Required
- Competitor Website URL 1Required
- Competitor Primary Target Address 1
- Competitor Company Name 2
- Competitor Website URL 2
- Competitor Primary Target Address 2
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Primary Keyword
- Additional Keyword 1
- Additional Keyword 2
- Name
- Email
- Phone
- Primary Service AreaRequired
- Distance Between Grid PointsRequired
- Distance TypeRequired
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Keyword PhraseRequired
- Name
- Email
- Phone
- Primary Service AreaRequired
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URL
- Name
- Email
- Phone
- Monthly Website VisitorsRequired
- Monthly Leads GeneratedRequired
- Qualified Leads (%)Required
- Successful Customers (%)Required
- Average Transaction Value ($)Required
- Average Number of TransactionsRequired
- Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary service area (City/State/Country)
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- KeywordRequired
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Name
- Email
- Phone
- Average Monthly Website VisitorsRequired
- Monthly Sales GeneratedRequired
- Average Sale Value ($)Required
- Average Number of TransactionsRequired
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Keyword
- Name
- Email
- Phone
- Primary Service Area (City/State/Country)
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - 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.- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 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
- 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- Info
- 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- Info
- 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 found- Add New Task
Triggers when a new To-Do task is added to your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Audit Email Sent
Triggers when an email has been sent for the audit the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Audit Submission
Triggers when a new audit generated including the company profile.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Lead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Keyword Phrase
- Name
- Email
- Phone
- Primary Service Area
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Landing Page URLRequired
- Name
- Email
- Phone
- Location
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Primary Service Area
- Template TokenRequired
- Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URL
- Name
- Email
- Phone
- Average Monthly Website VisitorsRequired
- Number of Monthly Sales GeneratedRequired
- Average Sale Value ($)Required
- Average Number of TransactionsRequired
- Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- KeywordRequired
- Name
- Email
- Phone
- Primary Service Area
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Website URLRequired
- Name
- Email
- Phone
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Name
- Email
- Phone
- Monthly Website VisitorsRequired
- Monthly Leads GeneratedRequired
- Qualified Leads (%)Required
- Successful Customers (%)Required
- Average Transaction Value ($)Required
- Average Number of TransactionsRequired
- Template Token
- LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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