Microsoft Dynamics 365 CRM + ServiceTrade
Microsoft Dynamics 365 CRM + ServiceTrade
Microsoft Dynamics 365 CRM + ServiceTrade integrations
Create ServiceTrade locations for new Microsoft Dynamics 365 CRM contacts instantly
Effortlessly maintain up-to-date records across your platforms with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, it instantly creates a location in ServiceTrade. Streamline your organizational processes, save valuable time, and avoid manual data entry errors with this essential workflow.
- When this happens...
New ContactTriggers when a new contact is created.TriggerPolling - automatically do this!
Create LocationCreates a new Location.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and ServiceTrade
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ServiceTrade
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 Clock EventTriggers when a new clock event (clock-in or clock-out) 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 Deficiency
Triggers when a new deficiency is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Location
Triggers when an existing Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - LocationRequired
- Asset DataRequired
- Asset TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Job NumberRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JobRequired
- Tech IDs
- Window Start
- Window End
- Released
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice TypeRequired
- Invoice StatusRequired
- Job IDRequired
- Name
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JobRequired
- Libitem
- Display NameRequired
- Quantity
- Cost
- Service Line
- Used On Date
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Job TypeRequired
- Quote DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Service Window Start
- Service Window End
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IDRequired
- Job ID
- Tech IDs
- Window Start
- Window End
- Released
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact
- Company
- Location
- Type
- First Name
- Last Name
- Phone Number
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ItemRequired
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External System NameRequired
- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location NameRequired
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
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- External System NameRequired
- External IDRequired
- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
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- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
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 Attachment
Triggers when a new attachment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment
Triggers when a new comment is added to an asset, company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
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 Job Comment
Triggers when a new comment is added to a job.
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. - Updated Company
Triggers when an existing Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Deficiency
Triggers when an existing deficiency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Job
Triggers when an existing Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Quote
Triggers when an existing quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request TypeRequired
- API Endpoint URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Import Type
- File NameRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Job Description
- Service LineRequired
- Service DescriptionRequired
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Invoice TypeRequired
- Invoice StatusRequired
- Name
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Taxable
- Location External ID
- Location External System Name
- Location Name
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deficiency NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External System NameRequired
- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
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- Search StringRequired
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
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- External System NameRequired
- External IDRequired
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
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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ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.
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