• Payment Rails logoPayment Rails logo
  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Payment Rails + Microsoft Dynamics 365 CRM Integrations

How to connect Payment Rails + Microsoft Dynamics 365 CRM

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  • Payment Rails triggers, actions, and search
    Payment Status Updated
    Triggers when a payment's status is updated.
    Trigger
    Instant
  • Payment Rails triggers, actions, and search
    Recipient Updated
    Triggers when a recipient is updated.
    Trigger
    Instant
  • Payment Rails triggers, actions, and search
    Create Recipient
    Creates a new recipient.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Create Payment
    Creates a payment.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Request Recipient Payment Information
    Request payment information from a recipient.
    Action
    Write
  • Payment Rails triggers, actions, and search
    Find Recipient
    Find a recipient by email, name or referenceID.
    Action
    Search
  • Payment Rails triggers, actions, and search
    Find or Create Recipient
    Find a Recipient or create one if not found.
    Action
    Search or write
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a contact has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a lead has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when an opportunity has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    Action

  • 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

How Payment Rails + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Payment Rails and Microsoft Dynamics 365 CRM.
    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.
payment-rails logo
payment-rails logo

About Payment Rails

Payment Rails is a business payouts platform for sending bank transfer payments to suppliers and contractors in 200+ countries in local currency and at a much lower cost than the banks.

Related categories

microsoft-dynamics-crm logo
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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