Microsoft Dynamics 365 CRM + TIMIFY

Microsoft Dynamics 365 CRM + TIMIFY integrations

Create TIMIFY customers from new Microsoft Dynamics 365 CRM leads

Effortlessly transfer new leads from Microsoft Dynamics 365 CRM to TIMIFY with this efficient automation. When you capture a new lead in the CRM, this workflow instantly creates a customer profile in the TIMIFY app, streamlining your process and saving time. Focus more on nurturing leads and leave the tedious data entry to this seamless connection.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create CustomerTo Create a Customer in Timify
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and TIMIFY

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and TIMIFY

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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
Try It
New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
Try It
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
- Title
  Required
- Resource ID(s)
  Required
- Duration (in minutes)
  Required
- Date & Time
  Required
- Notes
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- 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
Try It
New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
Try It
- Field
  Required
Trigger
Instant
Try It
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
Try It
New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
Try It
Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
Try It
- Service
  Required
- Resource ID(s)
  Required
- Date & Time
  Required
- Duration
  Required
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- External ID
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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Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts

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Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts