Microsoft Dynamics 365 CRM + TIMIFY

Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts

Effortlessly maintain an organized and up-to-date customer list in your TIMIFY app with this workflow. When a new contact is added to your Microsoft Dynamics 365 CRM, this automation seamlessly creates a customer in your TIMIFY account. Keep your customer database updated without manual work, improving efficiency and saving time on administrative tasks.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Customer
To Create a Customer in Timify
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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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
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
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New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
Try It
- FieldRequired
Trigger
Instant
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New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
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New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
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Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
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- ServiceRequired
- Resource ID(s)Required
- Date & TimeRequired
- DurationRequired
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- External ID
Action
Write

Account Updated
Triggers when an account is updated.
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 Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
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New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
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Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
Try It
Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
Try It
Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
Try It
- TitleRequired
- Resource ID(s)Required
- Duration (in minutes)Required
- Date & TimeRequired
- Notes
Action
Write

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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About TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

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Microsoft Dynamics 365 CRM + TIMIFY

Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Appointment Deleted

New Appointment

New Customer With Selective Fields

FieldRequired

New Group Event Participant Added

New Service

Resource Updated

Customer Updated

Create Appointment by Service

ServiceRequired

Resource ID(s)Required

Date & TimeRequired

DurationRequired

Notes

Create Customer

First NameRequired

Last NameRequired

EmailRequired

External ID

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response