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Choose a trigger
A trigger is the event that starts your Zap—like a "Get Conversation Messages" from CloudBlue Connect.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects CloudBlue Connect and Microsoft Dynamics 365 CRM, 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.
- Id of the request or listing to retrieve messages forRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Case StatusRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- SubjectRequired
- Description of the case
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Object IDRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameter IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Parameter IDRequired
- ValueRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- Parameter IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Notes
- Parameter IDRequired
- Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Caset IDRequired
- Product IDRequired
- Subject
- Description of the case
- Issuer Account
- Issuer Actor
- Recipient ID
- Receiver Account
- Receiver Actor
- Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case idRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 plan - New 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 plan - 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
- 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 app- 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- State Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 found- 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
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- Info
- 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- Info
- 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
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Case idRequired
- Additional filters
- Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Feedback of the resolution
- Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- ItemsRequired
- External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset IDRequired
- Parameter ID
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Account State or ProvinceRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tier Configuration IDRequired
- Parameter IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ParametersRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Note
- Template ID
- ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Pending message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Case IDRequired
- Resolve message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Request IDRequired
- Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Case StatusRequired
- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request Status
- Additional filters
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 plan - New 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 plan - New 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 plan - New 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 plan - New 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 plan - 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.- 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 app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- 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 app- Info
- 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 app- Info
- 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 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
- 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- Info
- 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- Info
- 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 found
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Connect CloudBlue Connect and Microsoft Dynamics 365 CRM 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.
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