Microsoft Dynamics 365 CRM + Nifty

Create tasks in Nifty for new leads in Microsoft Dynamics 365 CRM

Effortlessly manage your leads and tasks with this Microsoft Dynamics 365 CRM to Nifty automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a task is created in Nifty, allowing your team to stay on top of potential opportunities without manual data entry. Keep track of leads and tasks efficiently, ensuring your sales pipeline remains organized and up-to-date.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
New User
Triggers when a new user is invited.
Trigger
Polling
Try It
- NameRequired
- Color
Action
Write
- ProjectRequired
- NameRequired
- StartRequired
- EndRequired
Action
Write
- Status
- TaskRequired
- NameRequired
- Assignees
Action
Write
- ProjectRequired
- StatusRequired
- Add the task at the top of the list
- NameRequired
- Description
- Task List
- Tags
- Assignees
- Due Date
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
- ProjectRequired
Trigger
Polling
Try It
- Type
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- Status
- TaskRequired
Trigger
Polling
Try It
- ProjectRequired
Trigger
Polling
Try It
- ProjectRequired
- Status
Trigger
Polling
Try It
- ProjectRequired
- NameRequired
- Content
- Members
Action
Write
- ProjectRequired
- ContentRequired
- Send as Bot
Action
Write
- NameRequired
- Portfolio
- Template Category
- Admins
- Team Members
- Guests
- Public to the portfolioRequired
Action
Write
- NameRequired
- Members
Action
Write
- ProjectRequired
- NameRequired
Action
Write

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

About Nifty

Nifty helps you communicate with your team members and manage your projects — all in one place. Project management has never been easier, fun, and more efficient.

Learn more

Related categories

Project Management

Related Zap Templates

Create new Nifty messages for Microsoft Dynamics 365 CRM contacts

Create tasks in Nifty for new contacts in Microsoft Dynamics 365 CRM

Send messages in Nifty for new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Nifty

Create tasks in Nifty for new leads in Microsoft Dynamics 365 CRM

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 File

New Message

New Project

New Portfolio

New Status

New User

Create Tag

Create Milestone

Create Subtask

Create Task

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 Doc

New Tag

New Milestone

New Subtask

Task Is Completed

New Task

Create Document

Send Message

Create Project

Create Portfolio

Create Status

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive