Trolley + Microsoft Dynamics 365 CRM Integrations

How to connect Trolley + Microsoft Dynamics 365 CRM

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Create Trolley recipients for new Microsoft Dynamics accounts
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Microsoft Dynamics 365 CRM + Trolley

Create Trolley recipients for new Microsoft Dynamics accounts

Premium

Details

Try it

Microsoft Dynamics 365 CRM + Trolley

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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
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- 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
- Recipient IDRequired
- Amount to sendRequired
- Currency of paymentRequired
  Trolley can accept all ISO-4217 3 character currency codes.
- 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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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Customer typeRequired
- Status
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Case/IncidentRequired
  The id of the case/incident to update.
- State
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- 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)
  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
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- 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
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
  The name of the custom entity.
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
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- 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.

Related categories

Similar apps

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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

Create Account

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Case/Incident

Info

Case/IncidentRequired

State

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 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

Match if any of the fields match (otherwise only match if all the fields match)

Recipient Updated

Create a Batch

Currency of payment (optional)