Microsoft Dynamics 365 CRM + Veem

Create Veem payment requests for new Microsoft Dynamics 365 CRM leads

Efficiently manage your new leads in Microsoft Dynamics 365 CRM by automating payment requests with Veem. This workflow automatically creates a payment request in Veem when a new lead is added in Microsoft Dynamics 365 CRM, allowing you to streamline your financial processes and stay organized. Save time and improve accuracy with this integration that keeps your billing and lead management in sync.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Request Payment
Requests a payment.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- 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
- StatusRequired
Trigger
Instant
Try It
- EmailRequired
- First NameRequired
- Last NameRequired
- ISO Country CodeRequired
- Phone Dial CodeRequired
- Phone NumberRequired
- Type
- Business Name
Action
Write
- Payee Business Name
- Payee Country CodeRequired
- Payee EmailRequired
- Payee First NameRequired
- Payee Last NameRequired
- Payee TypeRequired
- Payee PhoneRequired
- CurrencyRequired
- AmountRequired
- Notes
- Due Date
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
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
- StatusRequired
Trigger
Instant
Try It
- Payer Business Name
- Payer Country CodeRequired
- Payer EmailRequired
- Payer First NameRequired
- Payer Last NameRequired
- Payer TypeRequired
- Payer PhoneRequired
- CurrencyRequired
- AmountRequired
- Purpose Of Payment
- Notes
- Due Date
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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

Help

Related categories

Payment Processing

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Veem

Create Veem payment requests for new Microsoft Dynamics 365 CRM leads

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

Updated Inbound Payment Status

StatusRequired

Create Contact

EmailRequired

First NameRequired

Last NameRequired

ISO Country CodeRequired

Phone Dial CodeRequired

Phone NumberRequired

Type

Business Name

Send Payment

Payee Business Name

Payee Country CodeRequired

Payee EmailRequired

Payee First NameRequired

Payee Last NameRequired

Payee TypeRequired

Payee PhoneRequired

CurrencyRequired

AmountRequired

Notes

Due Date

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead