Connect Bounsel and Microsoft Dynamics 365 CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Bounsel with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Bounsel Event." from Bounsel.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Bounsel and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- EventsRequired
Try ItTriggerInstant- Document IDRequired
- StatusRequired
ActionWrite- IdRequired
- FormatRequired
ActionSearch- IDRequired
ActionSearch
- TemplateRequired
- NameRequired
- CategoryRequired
- Description
- Reference
- Start date
- End date
- Jurisdiction
- Monetary value
- Value's currency
- Folder
ActionWrite- IdRequired
ActionWrite- IdRequired
ActionSearch- IDRequired
ActionSearch
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