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Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create Project

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.

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Connect Microsoft Dynamics 365 CRM + OpenAsset in Minutes

It's easy to connect Microsoft Dynamics 365 CRM + OpenAsset and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Account

Triggers when a new account is created.

Contact Updated

Triggers when a contact has been updated.

Lead Updated

Triggers when a lead has been updated.

Opportunity Updated

Triggers when an opportunity has been updated.

Create Project

Creates a new project.

New Contact

Triggers when a new contact is created.

New Lead

Triggers when a new lead is created.

New Opportunity

Triggers when a new opportunity is created.

Create Employee

Creates a new employee.

Update Project Fields

Updates the fields for a project.

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