• Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
  • Xero logoXero logo
  • Zapier Chrome extension logoZapier Chrome extension logo

Microsoft Dynamics 365 CRM + Xero + Zapier Chrome extension Integrations

How to connect Microsoft Dynamics 365 CRM + Xero + Zapier Chrome extension

Zapier lets you send info between Microsoft Dynamics 365 CRM, Xero, and Zapier Chrome extension automatically—no code required.

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Do even more with Microsoft Dynamics 365 CRM + Xero + Zapier Chrome extension

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Xero, and Zapier Chrome extension. And don’t forget that you can add more apps and actions to create complex workflows.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Opportunity Updated
    Triggers when an opportunity has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Create Account
    Creates a new account.
    Action
    Write
  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

  • Xero

    Triggers when a new bank transaction is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new bill. (Accounts Payable)

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Xero

    Triggers when you receive a new payment.

    Scheduled

    Trigger

  • Xero

    Triggers when a new purchase order is created or enters a status for the first time.

    Scheduled

    Trigger

  • Xero

    Triggers when a new quote is created.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new draft expense claim receipt.

    Scheduled

    Trigger

  • Xero

    Triggers when you add a new sales invoice. (Accounts Receivable)

    Scheduled

    Trigger

  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

  • Zapier Chrome extension

    When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.

    Instant

    Trigger

  • Zapier Chrome extension

    After triggering a Zap via the Chrome extension, you can return the results and display them right in the extension.

    Scheduled

    Action

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How Microsoft Dynamics 365 CRM + Xero + Zapier Chrome extension Integrations Work

  1. Step 1: Authenticate Microsoft Dynamics 365 CRM, Xero, and Zapier Chrome extension.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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microsoft-dynamics-crm logo

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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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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zapier-chrome-extension logo

About Zapier Chrome extension

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