Microsoft Dynamics 365 CRM + Scoro
Update Scoro persons when Microsoft Dynamics 365 CRM contacts are changed
Keep your CRM and project management tools in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding person in Scoro. This way, you can ensure that your teams are always working with the most up-to-date information, saving you time and reducing the possibility of errors.
Keep your CRM and project management tools in sync with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding person in Scoro. This way, you can ensure that your teams are always working with the most up-to-date information, saving you time and reducing the possibility of errors.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update PersonCreates a new person or updates an existing one if e-mail address of the person match.
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
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Event
Triggers when a new calendar event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Expense
Triggers when an expense is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Calendar Event
Creates a new calendar event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Invoice
Creates a new invoice or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Receipt account
Receipt sumRequired
Receipt date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Comment textRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Completed datetime
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Start datetime
Duration
Is billable
Description
Activity type
Is completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Person
Find person by full name, email or ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase order numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom field nameRequired
Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 foundNew or Updated Bill
Triggers when a bill is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Company
Triggers when a company is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Invoice
Triggers when an invoice is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Order
Triggers when an order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Person
Triggers when a person is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Project
Triggers when a project is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Quote
Triggers when an quote is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New or Updated Task
Triggers when a task is created or modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create or Update Bill
Creates a new bill or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Company
Creates a new company or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Expense
Creates a new expense.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Order
Creates a new order or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
FileRequired
File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Project
Creates a new project or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create or Update Quote
Creates a new quote or updates an existing one.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
FileRequired
File name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Task name
Task description
Task start datetime
Task due datetime
Planned duration
Task status
Task priority
Is personal event
Company name
Person name
Project name
Activity type
Responsible user
Assignee(s)
File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task Under a Project
Updates a specific task under a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill numberRequired
Issuer IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom moduleRequired
Custom field nameRequired
Custom field valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Task nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
Related categories
About Scoro
Related categories
Related Zap Templates
- Create or update Scoro quotes for new leads in Microsoft Dynamics 365 CRM
- Create or update Scoro companies from new Microsoft Dynamics 365 CRM contacts
- Create or update Scoro projects when new leads are added in Microsoft Dynamics 365 CRM
- Create or update Scoro persons when new leads are added in Microsoft Dynamics 365 CRM