Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM
Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics 365 CRM opportunity.
Do you want to reduce the time and of time it takes to keep the list of projects in OpenAsset up to date? This Zapier integration will create a new project in OpenAsset every time someone creates a new Microsoft Dynamics 365 CRM opportunity.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Project
Creates a new project.
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