DisputeFox + Microsoft Dynamics 365 CRM
Add new DisputeFox clients from new Microsoft Dynamics 365 CRM contacts
Effortlessly manage your leads and clients with this Microsoft Dynamics 365 CRM and DisputeFox integration. When a new contact is added to your CRM, this workflow will automatically create a new client in DisputeFox, saving you time and ensuring your client list stays up-to-date across both platforms. Focus on growing your business instead of manually transferring contact information.
Effortlessly manage your leads and clients with this Microsoft Dynamics 365 CRM and DisputeFox integration. When a new contact is added to your CRM, this workflow will automatically create a new client in DisputeFox, saving you time and ensuring your client list stays up-to-date across both platforms. Focus on growing your business instead of manually transferring contact information.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add New ClientAdd new client directly.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInfo
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
Owner
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.Info
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
AccountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Case/IncidentRequired
State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OrderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Info Field Enable
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 appInfo
Info Field Enable
Custom EntityRequired
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
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 appInfo
Info Field Enable
Contact ID
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 appInfo
Info Field Enable
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 foundInfo
Info Field Enable
Custom EntityRequired
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.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
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 foundInfo
Info Field Enable
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
Affiliate Updated - Legacy
Trigger fire after updating new affiliate.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClient Updated - Legacy
Trigger fire after updating new client.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Updated - Legacy
Trigger fire after updating new lead.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Affiliate Added - Legacy
trigger fire after adding new affiliate.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client Added - Legacy
trigger fire after adding new client.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead Added - Legacy
trigger fire after adding new Lead.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task Added - Legacy
Triggers when new task added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Updated - Legacy
Triggers when existing task updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Social Security Number
Date Of Birth
Current Address
Current City
Current State
Current Zipcode
Previous Address
Previous City
Previous State
Previous Zipcode
Credit Card Number
Expiration (MM)
Expiration (YYYY)
Cvv
Assigned To
Sales Representative
Status
Folder
Process
Portal Access
Setup Amount
Monthly Amount
Processing Issue
Affiliate / Referral
Monitoring Agency
Username
Password
Secret Key
Sticky Note
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Social Security Number
Date Of Birth
Current Address
Current City
Current State
Current Zipcode
Previous Address
Previous City
Previous State
Previous Zipcode
Credit Card Number
Expiration (MM)
Expiration (YYYY)
Cvv
Assigned To
Sales Representative
Status
Folder
Process
Portal Access
Setup Amount
Monthly Amount
Processing Issue
Affiliate / Referral
Monitoring Agency
Username
Password
Secret Key
Sticky Note
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Social Security Number
Date Of Birth
Current Address
Current City
Current State
Current Zipcode
Previous Address
Previous City
Previous State
Previous Zipcode
Credit Card Number
Expiration (MM)
Expiration (YYYY)
Cvv
Assigned To
Sales Representative
Status
Folder
Process
Portal Access
Setup Amount
Monthly Amount
Processing Issue
Affiliate / Referral
Monitoring Agency
Username
Password
Secret Key
Sticky Note
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOwner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
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
Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Custom Entity ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.SearchFind existing data in your appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Info Field Enable
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 appInfo
Info Field Enable
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 appInfo
Info Field Enable
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 appInfo
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Info Field Enable
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 foundInfo
Info Field Enable
Contact ID
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 foundAffiliate Updated
Trigger fire after updating new affiliate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when client updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when lead updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Affiliate Added
trigger fire after adding new affiliate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Client Added
Triggers when new client added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead Added
Triggers when new lead added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task Added
Triggers when new task added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when existing task updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Social Security Number
Date of Birth
Current Address
Current City
Current State
Current Zipcode
Previous Address
Previous City
Previous State
Previous Zipcode
Assigned To
Sales Representative
Status
Folder
Process
Portal Access
Setup Amount
Monthly Amount
Processing Issue
Affiliate / Referral
Monitoring Agency
Username
Password
Secret Key
Sticky Note
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Begins AtRequired
Attendee EmailRequired
Event Assigned ToRequired
Event Title / Subject
Description
Is this Complete?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Cell Phone
Home Phone
Social Security Number
Date Of Birth
Current Address
Current City
Current State
Current Zipcode
Previous Address
Previous City
Previous State
Previous Zipcode
Credit Card Number
Expiration (MM)
Expiration (YYYY)
Cvv
Assigned To
Sales Representative
Status
Folder
Process
Portal Access
Setup Amount
Monthly Amount
Processing Issue
Affiliate / Referral
Monitoring Agency
Username
Password
Secret Key
Sticky Note
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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