Fattura24 + Microsoft Dynamics 365 CRM

Create documents in Fattura24 for new leads in Microsoft Dynamics 365 CRM

Easily create a document in Fattura24 every time a new lead is added to Microsoft Dynamics 365 CRM with this efficient automation. This workflow helps you save time by immediately generating invoices, quotes, or any other relevant document for freshly captured leads, ensuring a seamless onboarding process. Stay organized and never miss an opportunity to engage with potential customers.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Document
Creates an order, receipt, or invoice document.
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
- Document TypeRequired
- Vat Chargeability
- Document Date
- Codice Destinatario
- Indirizzo PEC
- Send EmailRequired
- Amounts FormatRequired
- Total AmountRequired
- Total Vat Amount
- Object
- Foot Notes
- Pdf Template
- Invoice Number format
- Order id
- Currency
- FE Virtual Stamp
- Additional Data (JSON)
- Customer NameRequired
- Customer Address
- Customer City
- Customer Province
- Customer Postcode
- Customer Country
- Customer Fiscal Code
- Customer Vat Number
- Customer Email
- Customer Telephone Number
- Delivery Name
- Delivery Address
- Delivery Postcode
- Delivery City
- Delivery Province
- Delivery Country
- Product ID
- Product NameRequired
- Product Quantity
- Product PriceRequired
- Product Discount Percent
- Product Vat Value
- Product Vat Description
- Product Vat Nature
- Product Price Includes TaxesRequired
- Product Vat TypeRequired
- Product Pdc
- Shipping Method Description
- Shipping Amount
- Shipping Discount Amount
- Shipping Vat Value
- Shipping Vat Description
- Shipping Vat Nature
- Shipping Amount Includes Taxes
- Shipping Vat Type
- Paid
- Payment Date
- Payment Method Options
- Payment Method Name
- Payment Method Description
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
- Name
- Email
- Contact Type
- Pec Address
- Destination Code
- Fiscal Code
- Vat Code
- Address
- Postcode
- City
- Province
- Country
- Smartphone Number
- Telephone number
- Website
- Bank Name
- Contact IBAN number
- Reference
Action
Write
- Payment Method Name
- Payment Method Description
- Total Without TaxRequired
- Vat AmountRequired
- TotalRequired
- Foot Notes
- PriceRequired
- Vat CodeRequired
- Vat DescriptionRequired
Action
Write

About Fattura24

Fattura24 is an application available for web and mobile that helps entrepreneurs send invoices, track expenses, manage their clients and do many other things.

Learn more

Related categories

Accounting

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

Related Zap Templates

Create documents in Fattura24 from new contacts in Microsoft Dynamics 365 CRM

Update Fattura24 contacts when Microsoft Dynamics 365 CRM contacts are modified

Create or update Fattura24 contacts from new Microsoft Dynamics 365 CRM leads

Fattura24 + Microsoft Dynamics 365 CRM

Create documents in Fattura24 for new leads in Microsoft Dynamics 365 CRM

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

Create Document

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

Create or Update Contact

Create New Fee

About Fattura24

Related categories

About Microsoft Dynamics 365 CRM

Related categories

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Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates