Microsoft Dynamics 365 CRM + Onfleet

Create Onfleet tasks for new Microsoft Dynamics 365 CRM leads

Easily manage your sales process by connecting Microsoft Dynamics 365 CRM and Onfleet with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a task will be created in Onfleet, helping your team stay organized and proactive. Boost efficiency and ensure all leads are given timely attention with this simple yet effective automation.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Task
Creates a pickup or dropoff task.
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
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- NameRequired
- DistanceRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- MerchantRequired
- ExecutorRequired
- Task TypeRequired
- Task RecipientRequired
- Location CoordinatesRequired
- AssignmentRequired
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Recipient NameRequired
- Recipient PhoneRequired
- Recipient Notes
- Longitude
- Latitude
- Address Line 1Required
- Address Line 2
- Address CityRequired
- Address State / ProvinceRequired
- Address Post Code / ZipRequired
- Address CountryRequired
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task TypeRequired
- AssignmentRequired
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

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
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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- DelayRequired
- NameRequired
Trigger
Instant
Try It
- NameRequired
- ETA ThresholdRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- NameRequired
Trigger
Instant
Try It
- Order IDRequired
Action
Write
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Address Line 1Required
- Pickup Address Line 2
- Pickup Address CityRequired
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address CountryRequired
- Pickup Details
- Dropoff Address Line 1Required
- Dropoff Address Line 2
- Dropoff Address CityRequired
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address CountryRequired
- Dropoff Details
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- MerchantRequired
- ExecutorRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Location CoordinatesRequired
- Task Link OrderRequired
- AssignmentRequired
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order IDRequired
- Pickup RecipientRequired
- Dropoff RecipientRequired
- Pickup Details
- Dropoff Details
- Quantity
- Signature Requirement
- Photo Requirement
- Notes Requirement
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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About Onfleet

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Related categories

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PRODUCTS

CAPABILITIES

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Microsoft Dynamics 365 CRM + Onfleet

Create Onfleet tasks for new Microsoft Dynamics 365 CRM leads

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

Task Arrival

NameRequired

DistanceRequired

Task Cloned

NameRequired

Task Created

NameRequired

Task Deleted

NameRequired

Task Failed

NameRequired

Task Unassigned

NameRequired

Worker Duty

NameRequired

Clone Order

Order IDRequired

Create Task

MerchantRequired

ExecutorRequired

Task TypeRequired

Task RecipientRequired

Location CoordinatesRequired

AssignmentRequired

Dependency

Quantity

Service Time

Signature Requirement

Photo Requirement

Notes Requirement

Minimum Age Requirement

Create Task (Template Use)

MerchantRequired

ExecutorRequired

Recipient NameRequired

Recipient PhoneRequired

Recipient Notes

Longitude

Latitude

Address Line 1Required