Microsoft Dynamics 365 CRM + Offorte Proposals
Create Offorte Proposals companies for new Microsoft Dynamics 365 CRM leads
Effortlessly keep your Microsoft Dynamics 365 CRM leads and Offorte Proposals companies in sync with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, the automation will create a company in Offorte Proposals, ensuring consistent data across both platforms while saving you time on manual data entry. Stay organized and enhance your efficiency with this powerful integration.
Effortlessly keep your Microsoft Dynamics 365 CRM leads and Offorte Proposals companies in sync with this streamlined workflow. When a new lead is added in Microsoft Dynamics 365 CRM, the automation will create a company in Offorte Proposals, ensuring consistent data across both platforms while saving you time on manual data entry. Stay organized and enhance your efficiency with this powerful integration.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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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 planNew 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 planInfo
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 appInfo
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 appState Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundInfo
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
Contact Person Created
Triggers when a contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Deleted
Triggers when a product directory is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Comment
Triggers when a customer comment on a proposal is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Send
Triggers when a proposal has been send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Type PluralRequired
Contact IdRequired
EmailRequired
FullnameRequired
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Send Message IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Contact Person IdRequired
Email
Fullname
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
New Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Contact Type PluralRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
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 planNew 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 planNew 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 planNew 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 planNew 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 planOwner
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 appCampaign NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
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 appInfo
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 appInfo
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 appInfo
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 foundInfo
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 foundInfo
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 foundContact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Person Updated
Triggers when a contact person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Created
Triggers when a product directory is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Updated
Triggers when a product directory is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Updated
Triggers when a proposal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
TypeRequired
Email
Street
Zipcode
City
State
Country
Phone
Fax
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Product NameRequired
Short Description
SKU
Price
VAT ID
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Type PluralRequired
Contact IdRequired
Contact PeopleRequired
Proposal Template IdRequired
Design Template IdRequired
Text Template IdRequired
Account User IdRequired
NameRequired
Price Total
Status
Tags
Custom Fields
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Name
Street
Zipcode
City
State
Country
Phone
Fax
Email
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product NameRequired
PriceRequired
VAT IDRequired
Short Description
Product Directory
SKU
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Contact Id
Contact People
Design Template Id
Text Template Id
Account User Id
Name
Price Total
Status
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Dynamics 365 CRM
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