Microsoft Dynamics 365 CRM + ZenMaid
Create ZenMaid customers from new Microsoft Dynamics 365 CRM contacts
Save time and streamline your workflow by automatically creating a customer in ZenMaid when a new contact is added in Microsoft Dynamics 365 CRM. This seamless integration ensures your customer information stays up-to-date and allows you to focus on providing top-quality service without the hassle of manual data entry.
Save time and streamline your workflow by automatically creating a customer in ZenMaid when a new contact is added in Microsoft Dynamics 365 CRM. This seamless integration ensures your customer information stays up-to-date and allows you to focus on providing top-quality service without the hassle of manual data entry.
- 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!
Create CustomerCreates a new customer.
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
Booking Created
Triggers when a new ZenMaid booking is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when a ZenMaid invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.One-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Start TimeRequired
End TimeRequired
Customer EmailRequired
Service Address Line 1Required
Service Address Postal Code
Service Address State
Service Address City
Customer First Name
Customer Last Name
Customer Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
Phone Number
Address Line 1
Address Line 2
Address City
Address State
Address Postal Code
Birth Date
Notes
Pay Type
Pay Rate
Man Hour Cost
Allow Sign In
Allow Enter Time
Hired Date
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 foundAppointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when a new ZenMaid invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer First Name
Customer Last Name
Customer Email
Customer Phone Number
Service Address Line 1Required
Service Address Line 2
Service Address City
Service Address State
Service Address Postal Code
Appointment Date
Start Time
End Time
Bathrooms Count
Bedrooms Count
Manhours Count
Square Feet Count
Square Meters Count
Price
Last Professional Clean
Custom Requests 1 Question
Custom Requests 1 Answer
Custom Requests 2 Question
Custom Requests 2 Answer
Custom Requests 3 Question
Custom Requests 3 Answer
Custom Requests 4 Question
Custom Requests 4 Answer
Custom Requests 5 Question
Custom Requests 5 Answer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Company Name
Email
Service Address Line 1
Service Address Line 2
Service Address Postal Code
Service Address State
Service Address City
Phone Number
Notes
Note Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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