Brilliant Directories + Microsoft Dynamics 365 CRM

Create new Brilliant Directories users from Microsoft Dynamics 365 CRM leads

Effortlessly keep your Brilliant Directories member database up-to-date with this seamless workflow. Whenever a new lead is added in Microsoft Dynamics 365 CRM, it will create a new user in the Brilliant Directories app. This automation helps you save time and ensures that your member directory stays current with minimal manual intervention.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create User
Creates new user record in your Brilliant Directories website database.
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
- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Polling
Try It
- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
- Help Text
- Choose Post TypeRequired
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
- Choose Post TypeRequired
Action
Write
Create User
Creates new user record in your Brilliant Directories website database.
Action
Write
- Choose Post Type
- Post IDRequired
Action
Write
- User IDRequired
- Do you want to also delete the member's images?
Action
Write
- Lead IDRequired
Action
Write
- Review ID to updateRequired
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
- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Polling
Try It
- Help Text
- Choose Post TypeRequired
- Field To SearchRequired
- Field To Search Value
Trigger
Polling
Try It
- Help Text
- Field To SearchRequired
- Field To Search Value
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
Create Lead
Creates new lead record in your Brilliant Directories website database.
Action
Write
Create Review
Creates new review record in your Brilliant Directories website database.
Action
Write
- Lead IDRequired
Action
Write
- Review IDRequired
Action
Write
- Email to UnsubcribedRequired
Action
Write
- Choose Post TypeRequired
- Post IDRequired
Action
Write
- User ID to updateRequired
Action
Write

About Brilliant Directories

Brilliant Directories is a platform to Create Membership & Directory Websites

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 new users in Brilliant Directories from new contacts in Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM contacts and create users in Brilliant Directories

Brilliant Directories + Microsoft Dynamics 365 CRM

Create new Brilliant Directories users from Microsoft Dynamics 365 CRM leads

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

New Lead by Field

New Review by Field

New Form Inquiry Created

New Post Created

New User Created

Create Post

Create User

Delete Post

Delete User

Update Lead

Update Review

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

New Form Inquiry by Field

New Post by Field

New User by Field

New Lead Created

New Review Created

Create Lead

Create Review

Delete Lead

Delete Review

Unsubscribed Email

Update Post

Update User

About Brilliant Directories

Related categories