Microsoft Dynamics 365 CRM + Toggl Track
Microsoft Dynamics 365 CRM + Toggl Track
Microsoft Dynamics 365 CRM + Toggl Track integrations
Create new Toggl Track projects from new Microsoft Dynamics 365 CRM accounts
Simplify project creation with this smart workflow. When a new account is added in Microsoft Dynamics 365 CRM, a corresponding project is immediately created in Toggl Track. This process ensures every new account gets a dedicated project in your time tracking app, eliminating the need for manual data entry and boosting productivity.
- When this happens...
New AccountTriggers when a new account is created.TriggerPolling - automatically do this!
Create ProjectCreates a new Project.ActionWrite
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More things you can do with Microsoft Dynamics 365 CRM and Toggl Track
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Toggl Track
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 TagTriggers when a new tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - OrganizationRequired
- NameRequired
- UsersRequired
- WorkspacesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- DurationRequired
- Time entry description
- Billable
- Project
- Task
- Tags
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- Time entry description
- Billable
- Project
- Task
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- UserRequired
- Active
- Labor cost
- Billable rate
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Client NameRequired
- Client Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Tag NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Start dateRequired
- End dateRequired
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
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- WorkspaceRequired
- Task NameRequired
- Task Status
- ProjectRequired
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 Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- Event typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Time Entry Started
Triggers when a new time entry is started and running.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- Client NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- EmailsRequired
- Skip email
- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Labor cost
- Manager
- ProjectRequired
- Rate
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- WorkspaceRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Time entryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Project memberRequired
- Labor cost
- Manager
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Billable
- Clients
- Description
- Start dateRequired
- End dateRequired
- Grouped
- Order by
- Projects
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Task nameRequired
- Task status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Description
- Before
- After
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project filter
- User filter
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Client NameRequired
- Client 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- WorkspaceRequired
- Tag NameRequired
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- WorkspaceRequired
- Time entry description
- Before
- After
- StartRequired
- DurationRequired
- Billable
- Project
- Task
- Tags
- User
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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