Albi + Microsoft Dynamics 365 CRM
Create new Albi contacts from Microsoft Dynamics 365 CRM contact updates
Effortlessly maintain your contacts across Microsoft Dynamics 365 CRM and Albi with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will instantly create a corresponding contact in Albi, ensuring your records are always up-to-date and easily accessible. Streamline your contact management and focus on what matters most – building and maintaining meaningful relationships.
Effortlessly maintain your contacts across Microsoft Dynamics 365 CRM and Albi with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation will instantly create a corresponding contact in Albi, ensuring your records are always up-to-date and easily accessible. Streamline your contact management and focus on what matters most – building and maintaining meaningful relationships.
- 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 ContactCreates a Contact
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 Contact
When a contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
When a project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Relationship
When a new Organization or Contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact (Deprecated)
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 planNew Project (Deprecated)
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task (Deprecated)
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProject Date Modified
Triigers when a project date is entered or updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
When a project status changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
When a task is marked complete
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ContactRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
TypeRequired
Phone Number
Email
Referral SourceRequired
Status
Address 1
Address 2
City
State
Zip Code
Country
Latitude
Longitude
Sandbox
Salesperson
Job Title
Salesperson ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Start Date & TimeRequired
Start Time ZoneRequired
End Date & TimeRequired
End Time Zone
Event Status
Project ID
Project
Notes
All Day
Required Attendees
Optional Attendees
Address 1
Address 2
City
State
Zip Code
Latitude
Longitude
Event Category ID
Tag ID
Tag Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Staff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Expense IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Page
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Page
Page Size
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 foundContact Status Change
Triggers when a contact status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Organization
When a new organization is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Relationship Activity
When a new relationship activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
When a task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization (Deprecated)
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Relationship Activity (Deprecated)
Triggers when a new relationship activity is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrganization Status Change
Triggers when a organization is status is changed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProject Linked
Fires when a project gets linked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task In-Progress
When a task is marked in-progress
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypesRequired
Address 1
Address 2
City
State
Zip Code
Country
Email
Phone Number
Status
Referral SourceRequired
Latitude
Longitude
Sandbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Staff
Task ActionRequired
Due Date
Notes
Project
Project Roles
Send Notification
Validate Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Relationship NameRequired
TypeRequired
DateRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Project
Project Role ID
Project Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Page
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Page
Page Size
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Payment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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