Fieldnotes + Microsoft Dynamics 365 CRM

Add or update Fieldnotes contacts when new Microsoft Dynamics 365 CRM contacts are created

Effortlessly keep your Microsoft Dynamics 365 CRM and Fieldnotes contacts up-to-date with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will either update the contact’s information or create a new contact in Fieldnotes. Stay organized and never worry about manual data entry again.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
ActionWrite

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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
- Time Duration (minutes)
Trigger
Polling
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
- First NameRequired
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
- Profession
- Birthday
- Family Profile
- Relationship Status
- Referral Source
- Buyer Or Seller
- Goal
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Special Wants And Needs
- Spouse Name
- Bedroom
- Bathroom
- Alt Phone
- Label
- Group
- Target Price
- Spouse Email
- Spouse Phone
- Lender
- Alt Email
- Sphere Multi Select
- Property Address
- Property City
- Property State
- Property Zip
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Kids
- Sphere
- Referral
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
New AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
New or Updated Meeting Note
Triggers when you add or update a meeting note.
Trigger
Instant
Try It
New or Updated Transaction
Triggers when you add or update a transaction.
Trigger
Instant
Try It
- Contact GUID
- NoteRequired
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write
- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Fieldnotes + Microsoft Dynamics 365 CRM

Add or update Fieldnotes contacts when new Microsoft Dynamics 365 CRM contacts are created

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 Contact

New Conversation

New or Updated Task

Add Contact

Update or Add Contact

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 AI Status

New or Updated Contact

New or Updated Meeting Note

New or Updated Transaction

Add Note

Contact Lookup

About Fieldnotes

Related categories

Similar apps

Zapier Interfaces

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces