eWay-CRM + Microsoft Dynamics 365 CRM
Update contacts in Microsoft Dynamics 365 CRM and save deals in eWay-CRM
Keep your Microsoft Dynamics 365 CRM contacts and eWay-CRM deals up-to-date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create or update a deal in eWay-CRM, ensuring your sales information remains consistent and accurate across both platforms. Stay organized and streamline your customer management process with this seamless integration.
Keep your Microsoft Dynamics 365 CRM contacts and eWay-CRM deals up-to-date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create or update a deal in eWay-CRM, ensuring your sales information remains consistent and accurate across both platforms. Stay organized and streamline your customer management process with this seamless integration.
- 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!
Save a DealCreates a new deal or edits an existing one.
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 or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Company (Text)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company
Contact Person
Project
Deal
Marketing
DelegatorRequired
SolverRequired
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed
Completed (%)
Priority
Total Work
Actual Work
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Title
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deal
Marketing
Delegator
Solver
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed (%)
Priority
Total Work
Actual Work
Status
Type
Note
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 Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company (Relation)
Company (Text)
Contact Person (Relation)
Contact Person (Text)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated Close Date
Referral Source
Marketing Campaign
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenue
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company (Relation)
Contact Person (Relation)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated End
Referral Source
Marketing Campaign
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenu
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appDrop-Down MenuRequired
Value (in English)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
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