Microsoft Dynamics 365 CRM + Omnicasa

Create new Omnicasa contacts from Microsoft Dynamics 365 CRM new contacts

Efficiently manage your contacts between Microsoft Dynamics 365 CRM and Omnicasa with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, it will create a corresponding contact in Omnicasa, keeping both platforms updated and organized. Save time on manual data entry and maintain a consistent customer database across your applications.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Contact
Create a contact.
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
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
Invoice Updated
Triggers when an invoice is 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
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Appointment
Triggers when a appointment is created.
Trigger
Instant
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New Property
Triggers when a property is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- NameRequired
- IdentRequired
- First NameRequired
- Company Name
- Letter
- Box Number
- Address
- City Id
- Postcode
- City
- Province
- Language Id
- Email
- Phone Number
- Phone Description
- Phone Comment
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
Update Appointment Status
Triggers when a appointment status/substatus is updated.
Trigger
Instant
Try It
Update Property Status
Triggers when a property status/substatus is updated.
Trigger
Instant
Try It
- NameRequired
- First NameRequired
- EmailRequired
- Phone NumberRequired
- Property IdRequired
- Address
- Address Title
- Letter Title
- City
- Zip
- Gsm
- Office Id
- Is Received Email
- Source Id
- Country Id
- Subject
- Content
- Profession
- Fax
- Categorie Ids
- Company Name
- Language Id
Action
Write

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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Related categories

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CRM (Customer Relationship Management)

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Zapier Interfaces

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

About Omnicasa

Omnicasa is a real estate software platform designed for real estate agents. Everything in one place: create/manage properties/projects, contacts, tasks, appointments, demand, and more.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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Microsoft Dynamics 365 CRM + Omnicasa

Create new Omnicasa contacts from Microsoft Dynamics 365 CRM new contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

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)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Appointment

New Property

Update Contact

Create Contact

NameRequired

IdentRequired

First NameRequired

Company Name

Letter

Box Number

Address

City Id

Postcode

City

Province

Language Id

Email

Phone Number

Phone Description

Phone Comment

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign