Connect Microsoft Dynamics 365 CRM and WeQuote to power AI-driven automation

Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

List all areas in a quote

List all area groups in a quote

List all the Purchase Orders under the project

List all line items in a quote

Add Documents to Project

Adding the products to the quote in Wequote

Create a new Quote by duplicating and existing Quote.

Creates a Customer on WeQuote using the supplier information.

Creates a Quote on your account using the supplied Customer.

Create an Area or Area Group for a quote on WeQuote

Retrieve a list of quote lines from WeQuote using the Quote's ID.

Create an Area or Area Group for a quote on WeQuote

Retrieve area from a quote using the quote ID and description.

Find a customer contact using the customer's ID

Fetch the project details based on the project number and description

Retrieve subsystems from WeQuote description.

Get a contact from a WeQuote ID

Fetch the purchase order details by passing the id

Fetch the project details by passing the project id

Fetch the supplier details by passing the id

Find a customer contact using the customer's ID

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

List all areas and area groups in a quote

List all the Purchase order lines under the Purchase order

Add a contact to a customer on WeQuote

Add Notes to Project

Change the status of the Purchase Order in Wequote

Create a blank PO on the WeQuote

Create a Custom PO Line on WeQuote

Create a revision of a sent quote

Retrieve a quote from WeQuote using the Quote's ID.

Send a proposal for a quote from WeQuote using the Quote's ID.

Find a customer with their account number

Retrieve area group from WeQuote using the ID and description.

Fetch the purchase order details by passing the po number

Find a Quote with either the quote number or description.

Fetch the supplier details by passing the name

Retrieve a customer from WeQuote using the customer's ID.

Retrieve the product based on the SKU

Retrieve area or area group from WeQuote using the ID.

Find a customer with their account number

Find a Quote with either the quote number or description.