Microsoft Dynamics 365 CRM + Senta

Create new Senta clients from Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and clients with this Microsoft Dynamics 365 CRM and Senta integration. When a new lead is added in Microsoft Dynamics 365 CRM, a new client will be created in Senta automatically. This seamless workflow saves you time and ensures that your client list stays up-to-date across both platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create a New Client
Create a new client in Senta
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
Try It
Job Completed
Triggers when a job is completed in Senta.
Trigger
Instant
Try It
Job Becomes Overdue
Triggers when a job becomes overdue in Senta.
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
Try It
Time Record Updated
Triggers when a time record is updated in Senta.
Trigger
Instant
Try It
Create a New Client
Create a new client in Senta
Action
Write
- Client IdRequired
Action
Write
- KeywordsRequired
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Client Added
Triggers when a new client is added in Senta.
Trigger
Instant
Try It
Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
Try It
Job Created
Triggers when a job is created in Senta.
Trigger
Instant
Try It
Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
Try It
Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
Try It
- Client NameRequired
- Proposal IdRequired
- Contact NameRequired
- Contact EmailRequired
- Service Name
- Service Price
- Proposal Value
- Proposal Tags
- Proposal Name
Action
Write
- Client IdRequired
- NoteRequired
Action
Write
- KeywordsRequired
Action
Search

About Microsoft Dynamics 365 CRM

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

Learn more

Related categories

Similar apps

About Senta

Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

Learn more

Related categories

Accounting

Related Zap Templates

Create new Senta clients from new Microsoft Dynamics 365 CRM contacts

Related Zap Templates

Create new Senta clients from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Senta

Create new Senta clients from Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Client Updated in Senta

Job Completed

Job Becomes Overdue

Job Updated

Time Record Updated

Create a New Client

Update a Client

Find a Client

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Client Added

Job Cancelled

Job Created

Job Becomes Ready

Time Record Created

Accept Proposal

Create a New Note

Find a Client

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Senta

Related categories

Related Zap Templates