Microsoft Dynamics 365 CRM + Wheelbase

Update Wheelbase customers when Microsoft Dynamics 365 CRM contacts are updated

Keep your customer records in sync with this efficient workflow between Microsoft Dynamics 365 CRM and Wheelbase. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation creates a customer in Wheelbase, ensuring your data stays up to date across both platforms without any manual effort. This seamless connection saves time and reduces the chances of errors in your customer management process.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create Customer
Create a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Rental
Triggers when a new rental is created.
Trigger
Scheduled
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- ReservationRequired
- Vehicle
- Start Date
- End Date
- Pickup Street Address
- Pickup Apartment/Suite/Other
- Pickup City
- Pickup State
- Pickup Postal Code
- Pickup Country
- Pickup Latitude
- Pickup Longitude
- Dropoff Street Address
- Dropoff Apartment/Suite/Other
- Dropoff City
- Dropoff State
- Dropoff Postal Code
- Dropoff Country
- Dropoff Latitude
- Dropoff Longitude
Action
Write
- Name of VehicleRequired
- TypeRequired
- Vehicle Year
- Vehicle MakeRequired
- Vehicle modelRequired
- Location
- Description
Action
Write
- Rental
- Type
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been 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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Status
Trigger
Scheduled
Try It
New Message
Triggers when a new message is created.
Trigger
Scheduled
Try It
- VehicleRequired
- Start DateRequired
- End DateRequired
- Renter TypeRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone
- Locale
- Street Address
- Apartment/Suite/Other
- City
- State
- Postal Code
- County
- Country
Action
Write
- Customer
- First Name
- Last Name
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

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Zapier Interfaces

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

About Wheelbase

All-in-one rentals suite that combines rental management software with $1M in insurance coverage.

Help

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Wheelbase

Update Wheelbase customers when Microsoft Dynamics 365 CRM contacts are updated

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

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)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Customer

New Rental

Update Reservation

ReservationRequired

Vehicle

Start Date

End Date

Pickup Street Address

Pickup Apartment/Suite/Other

Pickup City

Pickup State

Pickup Postal Code

Pickup Country

Pickup Latitude

Pickup Longitude

Dropoff Street Address

Dropoff Apartment/Suite/Other

Dropoff City

Dropoff State

Dropoff Postal Code

Dropoff Country

Dropoff Latitude

Dropoff Longitude

Create Rental

Name of VehicleRequired

TypeRequired

Vehicle Year

Vehicle MakeRequired

Vehicle modelRequired

Location

Description

Find a Rental

Rental

Type

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated