Microsoft Dynamics 365 CRM + Square
Update Square customers with new contacts from Microsoft Dynamics 365 CRM
Keep your customer information up-to-date across platforms with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding customer details in your Square app. Maintain accurate customer records effortlessly while saving time on manual data entry.
Keep your customer information up-to-date across platforms with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding customer details in your Square app. Maintain accurate customer records effortlessly while saving time on manual data entry.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Update CustomerUpdates a customer.
ActionWriteCreate a new record or update an existing record in your app.
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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 planNew 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 planInfo
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 appInfo
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundInfo
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 foundLocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
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 planNew 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 planNew 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 planNew 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 planNew 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 planOwner
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundNew Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
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.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
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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