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Trolley + Microsoft Dynamics 365 CRM Integrations

How to connect Trolley + Microsoft Dynamics 365 CRM

Zapier lets you send info between Trolley and Microsoft Dynamics 365 CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Choose an Action
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Supported triggers and actions

What does this mean?
    • Payment Status

      Filter results to only trigger on payments with a specific payment status. If a specific status is not chosen, it will default to all.

    Trigger
    Instant
    Try It
    • Batch IDRequired

      ID of the batch where a new payment is to be added.

    • Recipient IDRequired

    • AmountRequired

    • CurrencyRequired

      Trolley can accept all ISO 4217 3 character currency codes.

    • Payment Memo

    Action
    Write
    • EmailRequired

    • Name of Business

      Required if you'd like to create an Business type recipient

    • First Name

      Required if you'd like to create an Individual type recipient. Optionally can provide contact persons first name for Business type recipients.

    • Last Name

      Required if you'd like to create an Individual type recipient. Optionally can provide contact persons last name for Business type recipients.

    • Street

      If you include an address, Street is required.

    • Street 2

    • City

    • Postal Code

    • Phone

    • Country

      If you include an address, Country Code is required. Country codes must be two letter ISO 3166-1 codes.

    • State/Province

    • Reference ID

      Recipient reference ID as assigned by your business. Defaults to email address.

    • Passport Number

    • Date of Birth

    Action
    Write
    • Batch IDRequired

    Action
    Write
    • Currency of payment (optional)

      Trolley can accept all ISO-4217 3 character currency codes.

    • Description (optional)

    Action
    Write
    • Recipient ID

      Recipient ID, Email, or Reference ID must be provided.

    • Email

      Recipient ID, Email, or Reference ID must be provided.

    • Reference ID

      Recipient ID, Email, or Reference ID must be provided.

    • AmountRequired

    • CurrencyRequired

      Trolley can accept all ISO 4217 3 character currency codes.

    • Cover Fees

    • Payment Memo

    • Batch Description

    Action
    Write
    • RecipientRequired

    Action
    Write

How Trolley + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Trolley 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.
trolley logo
trolley logo

About Trolley

Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.

Related categories

  • Payment Processing
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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