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Microsoft Dynamics 365 CRM + Trolley

Microsoft Dynamics 365 CRM + Trolley

Microsoft Dynamics 365 CRM + Trolley integrations

Update Microsoft Dynamics 365 CRM contacts and request Trolley recipient payment information

Keep your payment information up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Trolley. When a contact is updated in your CRM, their payment information will be promptly requested in Trolley, ensuring you always have accurate and current data for your clients. This efficient automation helps improve your billing process, saving you time and effort while maintaining strong customer relationships.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Request Recipient Payment Information
    Request Recipient Payment Information
    Request Recipient Payment InformationRequest payment information from a recipient.
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More things you can do with Microsoft Dynamics 365 CRM and Trolley

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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 Trolley
Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.
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