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Choose a Trigger

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 "Create CRM Task" in Veryswing VSA.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Veryswing VSA, 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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- 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
- Search in lastname, firstname, email, reference, job
- Filter by availability code
Trigger
Polling
Try It
- Customer Code
  Required
Trigger
Polling
Try It
- Job ID
  Required
Trigger
Polling
Try It
- Code
- Code Display
- Search Name
- List of Entity Ids
- Status Codes
- Parent Code
- Maximum Number of items requested per page
- Requested page number
Trigger
Polling
Try It
- Action User Id
  Required
- Prospect Status Code
  Required
- Priority Number
  Required
- Task Type
  Required
- Sales Users
  Required
- Task Name
- Deadline Date
  Required
- End Date
  Required
- Link Type
  Required
- Order Header Id
- OPPY Id
- Tiers Code
- Contacts Ids
- Free Contacts Ids
- Task Description
- Warning Active
- Warning Email
- Warning Days
Action
Write
- Customer code
  Required
- Address Code
  Required
- Description of the address
  Required
- Company name
  Required
- Address
  Required
- Address 2
- Address 3
- ZipCode
  Required
- City
  Required
- Country
  Required
- Country Code
  Required
- Phone
- Fax
- Default billing address
  Required
- Address used in Service
  Required
- Address used in Billing
  Required
- Address used for reminders
  Required
- Region
- Intra-community VAT number
- SIREN
- SIRET
Action
Write
- Entity Code VSA
  Required
- Type of Account
  Required
- Account Code
  Required
- Sale Login
  Required
- Closing Date
  Required
- Title
  Required
- Description
  Required
- Target Amount
- Currency Code
  Required
- Sales Stage Code
  Required
- Success Probability Code
  Required
- Reference
- Context
- Starting Date
- Ending Date
- Origin description
- Origin
Action
Write
- prospect Account Code
  Required
- Action User Id
  Required
- Prospect Status Code
  Required
- Use Parent Address
  Required
- Last Name
  Required
- First Name
- Gender
- Job Title
- Email
- Phone
- Address Line 1
- Zip Code
- City
- Country
- Territory
- Entities
- Parent Tiers Code
- Description
- Origin Code
- User ID
  Required
Action
Write
- Prospect Account Code
  Required
Action
Write
- Candidate Status code
  Required
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
  Required
- Country or country code
- Study Level ID
- Email
  Required
- Firstname
  Required
- Lastname
  Required
- Gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- PhoneMobile
- Reference
- Job Title
- Annual Salary
- OriginDetail
- Birth Country
- Birth Place
- Phone Personal
- Availability Date
- TrackingUser
Action
Write
- Prospect account code
  Required
- Action User Id
  Required
- Prospect Status Code
  Required
- Code Display
  Required
- Name
  Required
- Description
  Required
- Activity
  Required
- Main Name
  Required
- Main Address 1
  Required
- Main Zip Code
  Required
- Main City
  Required
- Main Country
  Required
- Default Billing Tax
  Required
- Sales Users
  Required
- Entities
  Required
- Legal Status
- Capital
- Rcs
- Main Siren
- Main Siret
- Euro Taxe Number
- Website
- Staff Size
- Turnover Id
- Turnover Currency
- Territory
- Main Email
- Main Phone
- Origin Code
- Parent Tiers Code
Action
Write
- Customer Name
Action
Search
- Job ID
  Required
Action
Search
- Code
- Code Display
- Name
- Entity Ids
- Parent Code
- Status Codes
Action
Search

- 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 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
- Customer Name
Trigger
Polling
Try It
- Customer Code
- Customer's Name
- Display Code of the customer
Trigger
Polling
Try It
- Customer Code
  Required
- Archived customer
- Enabled contact
Trigger
Polling
Try It
New Job Descriptor
Trigger when there is a New Job Descriptor
Trigger
Polling
Try It
- First Name
- Last Name
- Email
- Entity Ids
- Status Codes
- Parent tiers code
Trigger
Polling
Try It
- Entities
  Required
- Name
  Required
- Description
  Required
- Customer Display Code
  Required
- Sector of activity
  Required
- Name Address
  Required
- Address Line 1
  Required
- Address Line 2
- Address Line 3
- ZipCode
  Required
- City
  Required
- Country
  Required
- Country code (ISO 3166-1 alpha-2)
  Required
- Attached sales representatives
- Region
- Legal status
- Capital
- RCS
- SIREN
- SIRET
- Intraco VAT number
- Code of origin
- Description of origin
- Parent code
- External references
Action
Write
- Customer Code
  Required
- Gender
- Lastname
  Required
- Firstname
  Required
- Job
  Required
- Email
- Phone number
- Mobile phone number
- Fax
- Address Id. To attach an existing address
- Address Line 1
- Address Line 2
- Address Line 3
- ZipCode
- City
- Country Code
- Territory Code
- Social Network
- Description
- Data protection officer
- RSSI
Action
Write
- Prospect Status Code
  Required
- Code Display
  Required
- Name
  Required
- Description
  Required
- Activity
  Required
- Main Name
  Required
- Main Address 1
  Required
- Main Zip Code
  Required
- Main City
  Required
- Main Country
  Required
- Default Billing Tax
  Required
- Sales Users
  Required
- Entities
  Required
- Legal Status
- Capital
- Rcs
- Main Siren
- Main Siret
- Euro Taxe Number
- Website
- Staff Size
- Turnover Id
- Turnover Currency
- Territory
- Main Email
- Main Phone
- Action User Id
  Required
- Origin Code
- Parent Tiers Code
Action
Write
- ID
  Required
- Candidate Status code
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
- Email
- First Name
- Last Name
- Gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- Phone Mobile
- Reference
- Job
- Annual Salary
- Origin Detail
- Birth Country
- Birth Place
- Phone Personal
- Availability Date
- Tracking User
Action
Write
- Job offer Identifier
  Required
- Candidate Identifier
  Required
- Status code to link candidate and job offer
  Required
Action
Write
- Prospect Account Code
- Prospect contact ID
  Required
- Action User ID
  Required
- Prospect Status Code
  Required
- Use Parent Address
  Required
- Last Name
  Required
- First Name
- Gender
- Job Title
- Email
- Phone
- Address Line 1
- Zip Code
- City
- Country
- Territory
- Entities
- Parent Tiers Code
- Description
- Origin Code
- User ID
  Required
Action
Write
- ID
  Required
- Candidate Status code
  Required
- Candidate Mobility Code
- Candidate Origine code
- Candidate Availability code
- Candidate Entities membership
  Required
- Email
  Required
- Firstname
  Required
- Lastname
  Required
- gender
- Social Security Number
- Address
- Address 2
- Zipcode
- City
- Nationality
- Comment
- Birth Date
- Mobile Phone
- Reference
- job
- Salary Annual
- Origin Detail
- Birth Country
- BirthPlace
- Phone Personal
- Availability Date
- Tracking User
Action
Write
- lastname, firstname, email, reference, job
- Availability
Action
Search
- Prospect Contact ID
  Required
Action
Search
- Prospect Code
  Required
- Last Name
- First Name
- Email
- Entity IDs
- Status Codes
Action
Search

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Connect Microsoft Dynamics 365 CRM and Veryswing VSA 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 Veryswing VSA 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.

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About Veryswing VSA

Veryswing VSA is an ERP made for consultancy and service firms. It manages Recruitment, HR, CRM, Projects, Expenses, Leaves Balance, Bills, Purchase and Financial KPI.

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