Save a heap of time by automatically adding your new Microsoft Dynamics CRM accounts to your Payment Rails account as recipients. With this Zap set up , now you are ready to send them payments for future bills that are added to Microsoft Dynamics CRM.
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Triggers when a new opportunity is created.
Creates a new lead.
Triggers when a new contact is created.
Creates a new recipient.
Triggers when a new lead is created.
Creates a new account.
Triggers when a payment's status is updated.
Updates a lead.
Triggers when an opportunity has been updated.
Creates a new contact.