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Microsoft Dynamics 365 CRM + Pixie

Microsoft Dynamics 365 CRM + Pixie

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.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create/Update Client
    Create/Update Client
    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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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 Pixie
Pixie is practice management for accountants and bookkeepers. Improve visibility, collaboration and automation for your team and clients.
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