Skip to content

Microsoft Dynamics 365 CRM + Nozbe

Microsoft Dynamics 365 CRM + Nozbe

Microsoft Dynamics 365 CRM + Nozbe integrations

Create tasks in Nozbe for new Microsoft Dynamics 365 CRM contacts

Effortlessly stay on top of your sales pipeline with this handy workflow. When a new contact is added in Microsoft Dynamics 365 CRM, it will create a corresponding task in Nozbe to ensure you never miss an opportunity to connect. With this automation, you can efficiently manage your relationships and save time for more important tasks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create TaskCreates a new Task or imports many from CSV file
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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

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

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
- Project
- Responsible user
Trigger
Polling
Try It
- Task
  Required
- Body
  Required
Action
Write
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
Action
Write
- Id
  Required
Action
Search
- Id (optional)
  Required
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
Action
Search or 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
- Project
- Responsible user
Trigger
Polling
Try It
- Task
  Required
- Url to the file
  Required
- Filename
Action
Write
- Name
  Required
- Is open project
  Required
- Favorite project
- Colon separated CSV content with projects definition (name,team_id,is_favorite,is_open)
- Url to the CSV file with projects definition (name,team_id,is_favorite,is_open)
Action
Write
- Project
- Task
- Name
- Due At
- Ended At
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Project
- Add to the Incoming?
- Due At
- Ended At
- Comment
- File
- Filename (with extension)
- Id (optional)
- Colon separated CSV content with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
- Url to the CSV file with tasks definition (format: name,project_id,responsible_id,due_at,is_all_day,is_followed)
Action
Search or write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About Nozbe

Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.

Related categories

Project Management

Related Zap Templates

Update Microsoft Dynamics 365 CRM contacts and create corresponding Nozbe tasks effortlessly

Related Zap Templates

Update Microsoft Dynamics 365 CRM contacts and create corresponding Nozbe tasks effortlessly