Microsoft Dynamics 365 CRM + Pixie integrations
Update Pixie clients when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM contacts and Pixie clients up-to-date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, it will create or update the corresponding client in Pixie, ensuring that your client information is always accurate. Streamline your client management process and save time with this seamless automation.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create/Update ClientCreate or update a client, based on the Client ID or the client's name already existing.
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More things you can do with Microsoft Dynamics 365 CRM and Pixie
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Pixie
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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