Microsoft Dynamics 365 CRM + Process Plan

Update contacts in Microsoft Dynamics 365 CRM to start new processes in Process Plan

Keep your Process Plan projects up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Process Plan. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly start a new process in Process Plan, ensuring your projects are always in sync and reducing manual work. Stay organized and efficient by integrating your CRM and project management tools.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Start a New Process
Starts a new process instance and populates it's fields.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Process TemplateRequired
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process TemplateRequired
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template IDRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CompleteRequired
- Task ResponseRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Process TemplateRequired
- When This Field Is UpdatedRequired
Trigger
Instant
Try It
- Process TemplateRequired
Trigger
Instant
Try It
- Process TemplateRequired
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process TemplateRequired
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to CancelRequired
- Process InstanceRequired
Action
Write
- Process Template IDRequired
- Select the Task to StartRequired
- Process InstanceRequired
Action
Write
- Process TemplateRequired
Action
Search

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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Process Plan

ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!

Help

Related categories

Product Management

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PRODUCTS

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By team

Microsoft Dynamics 365 CRM + Process Plan

Update contacts in Microsoft Dynamics 365 CRM to start new processes in Process Plan

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Process Instance Completed

Process TemplateRequired

Task Assigned

Process TemplateRequired

When This Task Is Assigned (No Selection = Any Tasks)

Task Completed

Process TemplateRequired

When This Task Is Completed (No Selection = Any Tasks)

When This Task Response Is Used (No Selection = Any Response)

Task Notes Updated

Process TemplateRequired

Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)

Task Start Date Changed

Process TemplateRequired

When This Task's Start Date Is Changed (No Selection = Any Tasks)

Update Process Fields

Process Template IDRequired

Process InstanceRequired

Complete a Task

Process Template IDRequired

Select the Task to CompleteRequired

Task ResponseRequired

Process InstanceRequired

Start a New Process

Process Template IDRequired

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account