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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Create Trolley recipients for new Microsoft Dynamics accounts

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Create Trolley recipients for new Microsoft Dynamics accounts

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Details

Try it

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Supported triggers and actions

What does this mean?

- Payment Status
Trigger
Instant
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- Batch IDRequired
- Recipient IDRequired
- AmountRequired
- CurrencyRequired
- Payment Memo
Action
Write
- EmailRequired
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Write
- Batch IDRequired
Action
Write
- Recipient IDRequired
- Amount to sendRequired
- Currency of paymentRequired
- Payment Memo
- Cover Fees?
- Batch Description
Action
Write

- Recipient IDRequired
Action
Search
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
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
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

Recipient Updated
Triggers when a recipient is updated.
Trigger
Instant
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- Currency of payment (optional)
- Description (optional)
Action
Write
- Recipient ID
- Email
- Reference ID
- AmountRequired
- CurrencyRequired
- Cover Fees
- Payment Memo
- Batch Description
Action
Write
- RecipientRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
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
- Welcome
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

How Trolley + Microsoft Dynamics 365 CRM Integrations Work

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

Connect apps

Connect Trolley + Microsoft Dynamics 365 CRM

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

About Microsoft Dynamics 365 CRM

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

Help

Related categories

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Trolley + Microsoft Dynamics 365 CRM Integrations

How to connect Trolley + Microsoft Dynamics 365 CRM

Create Trolley recipients for new Microsoft Dynamics accounts

Create Trolley recipients for new Microsoft Dynamics accounts

Connect your apps and automate workflows

Payment Status Updated

Payment Status

Add a Payment

Batch IDRequired

Recipient IDRequired

AmountRequired

CurrencyRequired

Payment Memo

Create Recipient

EmailRequired

Name of Business

First Name

Last Name

Street

Street 2

City

Postal Code

Phone

Country

State/Province

Reference ID

Passport Number

Date of Birth

Process an Existing Batch

Batch IDRequired

Send a Payment

Recipient IDRequired

Amount to sendRequired

Currency of paymentRequired

Payment Memo

Cover Fees?

Batch Description

Retrieve a Recipient

Recipient IDRequired

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

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