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Microsoft Dynamics 365 CRM + Scoro
Microsoft Dynamics 365 CRM + Scoro
Microsoft Dynamics 365 CRM + Scoro integrations
Create or update Scoro quotes for new leads in Microsoft Dynamics 365 CRM
Effortlessly manage your sales pipeline by connecting Microsoft Dynamics 365 CRM to Scoro. This automation workflow streamlines the process by creating or updating quotes in Scoro whenever you add a new lead in Microsoft Dynamics 365 CRM. Save time and ensure accurate data across both platforms for a seamless sales experience.
- When this happens...
New LeadTriggers when a new lead is created.TriggerPolling - automatically do this!
Create or Update QuoteCreates a new quote or updates an existing one.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Scoro
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Scoro
- New Account
Triggers 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
- Owner
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 Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Event
Triggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Expense
Triggers when an expense is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create or Update Bill
Creates a new bill or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Company
Creates a new company or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Expense
Creates a new expense.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Invoice
Creates a new invoice or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
- Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Completed datetime
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill numberRequired
- Issuer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Task nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- 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.- Api_docs_info
- 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 or Updated Bill
Triggers when a bill is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Company
Triggers when a company is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Invoice
Triggers when an invoice is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Order
Triggers when an order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Person
Triggers when a person is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Project
Triggers when a project is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Quote
Triggers when an quote is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Task
Triggers when a task is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Time-Off
Triggers when a time-off is created or modified in Scoro.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Calendar Event
Creates a new calendar event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Document IDRequired
- Document TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Order
Creates a new order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
- FileRequired
- File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create or Update Project
Creates a new project or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Quote
Creates a new quote or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TaskRequired
- FileRequired
- File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task ID
- Task name
- Task description
- Task start datetime
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Task Under a Project
Updates a specific task under a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create or Update Time-Off
Creates or updates a time-off in Scoro. Fill a date range and user IDs, or add one User Dates row per user and day.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Find Company
Search for a company by name, ID, registration number, VAT number, or custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Invoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Person
Find person by full name, email or ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Purchase order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom field nameRequired
- Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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