Microsoft Dynamics 365 CRM + Sage Accounting
Microsoft Dynamics 365 CRM + Sage Accounting
Microsoft Dynamics 365 CRM + Sage Accounting integrations
Create new Sage Accounting customers from Microsoft Dynamics 365 CRM contacts
Easily maintain your customer database in both Microsoft Dynamics 365 CRM and Sage Accounting with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, the automation will create a customer in Sage Accounting, ensuring your records stay up to date and accurate across your business tools. Save time with this efficient process and focus on what matters most – growing your business.
- When this happens...
New ContactTriggers when a new contact is created.TriggerPolling - automatically do this!
Create CustomerCreates a new customer.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Sage Accounting
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Sage Accounting
New AccountTriggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Owner
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Case/IncidentRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Purchase InvoiceTriggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice Number or ReferenceRequired
- DateRequired
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Service Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Product Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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