Create integrations between WeQuote and Microsoft Dynamics 365 CRM to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- Project IDRequired
- Supplier ID
- Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- List Product
List all products in a organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- DescriptionRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Quote Number
- DescriptionRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
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- Quote Number
- Quote Description
- Customer IDRequired
- DescriptionRequired
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
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- 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. - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Purchase Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Purchase Order IDRequired
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- 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
- 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)
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
- List Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Project
List the projects under your organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - List Subsystems
List all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Purchase Order Created
Triggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Created
Triggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Supplier ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- DescriptionRequired
- Unit Cost
- Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Number
- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
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- 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.- 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
- Purchase Order IDRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Purchase Order IDRequired
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