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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Add Document to Job" in Urbanise FM.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Urbanise FM, 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.

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
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 type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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
Account Updated
Triggers When An Account Has Been Updated.
Trigger
Instant
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Property Created
Triggers When A Property Has Been Created.
Trigger
Instant
Try It
Supplier Created
Triggers When A Supplier Has Been Created.
Trigger
Instant
Try It
Support Request Created
Triggers When A Support Request Has Been Created.
Trigger
Instant
Try It
Work Order Attachment Added
Triggers When A Work Order's Attachment Has Been Added.
Trigger
Instant
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Work Order Created
Triggers When A Work Order Has Been Created.
Trigger
Instant
Try It
Work Order Job Assignee Change
Triggers When A Work Order's Job Assignee Changes.
Trigger
Instant
Try It
Work Order Job Due Date Change
Triggers When A Work Order's Job Due Date Changes.
Trigger
Instant
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Work Order Job Priority Change
Triggers When A Work Order's Job Priority Changes.
Trigger
Instant
Try It
Work Order Status Changed
Triggers When A Work Order's Status Changes.
Trigger
Instant
Try It
- Service Request Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Work Order Reference
  Required
- Work Order Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write
- Category Key
  Required
- Topic Key
  Required
- Account Number
  Required
- Summary
  Required
- Description
- Creator Email Address
- Send To Email Address
- External Reference
- External Location Reference
Action
Write
- Document Reference Number
  Required
Action
Write
- Invoice External Reference
  Required
- Payment Reference
  Required
Action
Write
- Job Reference
  Required
Action
Write
- Job Reference Number
  Required
- External Reference Number
  Required
- Response Time
Action
Write
- Business Name
  Required
- External Reference
  Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
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
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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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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
Account Created
Triggers When An Account Has Been Created.
Trigger
Instant
Try It
Invoice Status Changed
Triggers when an Invoice's Status Changes.
Trigger
Instant
Try It
Property Updated
Triggers When A Property Has Been Updated.
Trigger
Instant
Try It
Supplier Updated
Triggers When A Supplier Has Been Updated.
Trigger
Instant
Try It
Support Request Updated
Triggers When A Support Request Has Been Updated.
Trigger
Instant
Try It
Work Order Comment Added
Triggers When A Work Order's Comment Has Been Added.
Trigger
Instant
Try It
Work Order Job Added
Triggers When A Work Order Job Has Been Added.
Trigger
Instant
Try It
Work Order Job Attachment Added
Triggers When A Work Order's Job Attachment Has Been Added.
Trigger
Instant
Try It
Work Order Job Next Action Change
Triggers When A Work Order's Job Next Action Changes.
Trigger
Instant
Try It
Work Order Job Status Change
Triggers When A Work Order's Job Status Changes.
Trigger
Instant
Try It
- Job Reference
  Required
- Document type
  Required
- Document description
- Filemetadata thumbnail
- Visible To Customer
- Visible To Job
- Filename
  Required
- File
  Required
Action
Write
- Job Reference
  Required
- Job Comment
  Required
- Visible To Customer
  Required
- Comment Providers External Reference
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Business Name
  Required
- External Reference
  Required
- Account Viewable
- Active
- Allow Jobs Raised
- Allow Record Assets
- Bee Rating
- Business Address
- Company Number
- Compliance Status
- Display Name
- Email
- Hide Amount Due
- Internal
- Latitude
- Longitude
- Phone
- Property Viewable
- Raise Location Work Orders
- Recipient Created Tax Invoice
- Record Response Time
  Required
- Region Identifiers
- Segment Keys
- Send Work Order Notifications
- Skills
- TimeSheetRequired
- UploadCustomerDocuments
- ViewSalesRates
- Website
Action
Write
- Customer Number
  Required
- Approval Reference
- Area Reference Number
- Work Order Auto Assignee Reference
- Work Order Description
- Due Date
- Work Order External Reference
- Job Template Assignee Reference
- Job Template Reference
  Required
- Job Template Type
  Required
- Pre-Check Work Instruction Reference
- Work Order Priority
  Required
- Work Instruction Reference
- Property Reference Number
  Required
- Requesters Email Address
- Requesters Name
- Requesters Phone
- Work Order Title
  Required
Action
Write
- Job Template Type
  Required
Action
Write
- Job Reference
  Required
- Copy Cancellation Email Address
Action
Write
- Business Name
  Required
- Business Email Address
  Required
- Segment
  Required
- External Reference Number
  Required
- Account First Name
- Account Last Name
- Account Middle Name
- Account Title
- Account Number
- Contact Other Phone Number
- Contact Primary Phone Number
- Corporate account
- Date Of Birth
- Gender
- Nationality
Action
Write
- Property Address
  Required
- Country Code
  Required
- Location ID
  Required
- Suburb
- Building Name
- Building Number
- Building Ref
- Building Type
- City
- State
- Delivery Region
- Event Id
- External Link
- Internal Reference
- Latitude
- Longitude
- Parent Reference Link
- Post Code
- Property Type
- Room Count
- Segment Keys
  Required
- Site Name
- Supplier Region Name
- Location Tags
- Unit Number
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Microsoft Dynamics 365 CRM and Urbanise FM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Urbanise FM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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About Urbanise FM

Urbanise offers cloud-based solutions to service the Facilities and Strata Management industries.

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