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.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Request Recipient Payment InformationRequest payment information from a recipient.
- Free forever for core features
- 14 day trial for premium features & apps
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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related categories






