Contractor+ + Microsoft Dynamics 365 CRM

Create new leads in Contractor+ when Microsoft Dynamics 365 CRM generates new leads

Effortlessly transfer new leads from Microsoft Dynamics 365 CRM to Contractor+ with this seamless automation. Once set up, this workflow will trigger when a new lead is added in Microsoft Dynamics 365 CRM, and create a new lead in Contractor+. Save valuable time and ensure all your leads are collected in one place for streamlined lead management.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Lead
Triggers when a new lead is added.
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
New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added.
Trigger
Instant
Try It
- Salutation
- FirstnameRequired
- Lastname
- Company
- Client Type
- Leadid
- Website
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Street
- Billing Street 2
- Billing Country
- Billing State Id
- Billing City
- Billing Zip
- Pa Same As Ba
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Street
- Property Street 2
- Property Country
- Property State Id
- Property City
- Property Zip
- Gate Code
- Lockbox Code
- Pcode
- Pvalue
- Ptype
- Pis Primary
- Evalue
- Etype
- Eis Primary
Action
Write
- Salutation
- First NameRequired
- Last Name
- Title
- Description
- Source
- Company
- Website
- Address
- Address 2
- Country
- State
- City
- Zip
- Tags
- Assigned
- Is Public
- Pvalue
- Pis Primary
- Pcode
- Evalue
- Eis Primary
Action
Write
- Title
- Work Order DateRequired
- Client IdRequired
- Property IdRequired
- Client Note
- Admin Note
- Terms Condition
- Schedule Date
- Schedule Type
- Is Any Time
- Start Time
- End Time
- Il Item Id
- Il Title
- Il Description
- Il Quantity
Action
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
Triggers when a new client is added.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is added.
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is added.
Trigger
Instant
Try It
- Expense TitleRequired
- Expense Category IdRequired
- Expense DateRequired
- Expense AmountRequired
- Description
- Reimburse Id
- Payment Mode Id
- Reference No
- Job Or Client
- Is Tax Included
- Tax Id
Action
Write
- Client IdRequired
- Property StreetRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property CountryRequired
- Property State IdRequired
- Property CityRequired
- Property Street 2
- Property ZipRequired
- Lockbox Code
- Gate Code
Action
Write

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

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

Contractor+ + Microsoft Dynamics 365 CRM

Create new leads in Contractor+ when Microsoft Dynamics 365 CRM generates new 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

New Expense

New Lead

Create Client

Create Lead

Create Work Order

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

New Invoice

New Work Order

Create Expense

Create Property

About Contractor+

Related categories

About Microsoft Dynamics 365 CRM

Related categories

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