Connect Microsoft Dynamics 365 CRM and Xledger to automate any workflow
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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Xledger - no code necessary. See how you can get setup in minutes.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Microsoft Dynamics 365 CRM and Xledger to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect Microsoft Dynamics 365 CRM and Xledger to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Case/Incident
Triggers when a case/incident has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Lead
Triggers when a lead has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Opportunity
Triggers when an opportunity has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Campaign Response
Updates an existing campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Info
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Campaign Response
Finds a campaign response.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- AccountRequired
- Pay methodRequired
- Posted Date
- Text
- Amount
- Fee
- CurrencyRequired
- Bank AccountRequired
- Detail AmountRequired
- Detail Text
- Detail DonorRequired
- Detail ProjectRequired
- Detail External Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- First NameRequired
- Last NameRequired
- Email
- Start Date
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Voucher NumberRequired
- Transaction SourceRequired
- AccountRequired
- Posted Date
- Text
- Amount
- CurrencyRequired
- External Identifier
- Tax Rule
- Bank AccountRequired
- Job Level
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company CodeRequired
- Company DescriptionRequired
- Company Number
- Company Email
- Company Street Address
- Company Zip Code
- Company Place
- Company Country
- Company Phone
- Customer CodeRequired
- Customer DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- CountryRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- Email
- DescriptionRequired
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Supplier CodeRequired
- CurrencyRequired
- External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer CodeRequired
- CurrencyRequired
- External Order Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PO HeaderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Updated Account
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when a contact has been updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Campaign Response
Creates a new campaign response.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- External Identifier
- Number of Records
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Voucher NumberRequired
- Transaction SourceRequired
- Credit AccountRequired
- Debit AccountRequired
- Posted Date
- Text
- Amount
- CurrencyRequired
- External Identifier
- Credit Tax Rule
- Debit Tax Rule
- Credit Bank Account
- Debit Bank Account
- Job Level
- CR GL Object 1 Code
- DR GL Object 1 Code
- CR GL Object 2 Code
- DR GL Object 2 Code
- CR XGL
- DR XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Employee CodeRequired
- Expense TypeRequired
- Account DescriptionRequired
- Amount
- Text
- GL Object 1 Code
- GL Object 2 Code
- XGL
- ApprovedRequired
- Ready For ApprovalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice DateRequired
- Order Number
- Transaction DateRequired
- CustomerRequired
- ProductRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Tax Rule
- CurrencyRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
- ApprovedRequired
- Warehouse
- Location
- External Identifier
- Job Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Email
- Name
- Street AddressRequired
- Zip CodeRequired
- PlaceRequired
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CodeRequired
- DescriptionRequired
- Start Date
- BillableRequired
- Timesheet EntryRequired
- Fund ProjectRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- Received QuantityRequired
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
- XGL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SO HeaderRequired
- Text
- QuantityRequired
- Unit PriceRequired
- Product CodeRequired
- Tax Rule
- GL Object 1 Code
- GL Object 2 Code
- GL Object 3 Code
- GL Object 4 Code
- GL Object 5 Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmployeeRequired
- ProjectRequired
- ActivityRequired
- DateRequired
- Text
- Working Hours
- Invoice Hours
- Time TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.