Microsoft Dynamics 365 CRM + TotalBrokerage
Update TotalBrokerage contacts when Microsoft Dynamics 365 CRM contacts are modified
Effortlessly maintain your contacts across platforms with this workflow that connects Microsoft Dynamics 365 CRM to TotalBrokerage. When a contact is updated in Microsoft Dynamics 365 CRM, the corresponding contact in TotalBrokerage is also updated, ensuring consistency across your records. Keep your contact management process organized and efficient by streamlining the update process.
Effortlessly maintain your contacts across platforms with this workflow that connects Microsoft Dynamics 365 CRM to TotalBrokerage. When a contact is updated in Microsoft Dynamics 365 CRM, the corresponding contact in TotalBrokerage is also updated, ensuring consistency across your records. Keep your contact management process organized and efficient by streamlining the update process.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ContactCreate a contact in your TotalBrokerage CRM.
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
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Contact
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Created
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Notes
Email Address
Type
Phone Number
Type
Tags
Owner
Office
Duplicate Check Option
Send Notification
Lead Route Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
Owner
Office
Lead Route ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IDRequired
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 foundAccount Created
Triggers when a new account is created in your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created for your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contacts Imported
Triggers when contacts are mass imported into the CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Transaction
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Added
Triggers when a new date is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Removed
Triggers when a date is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Received for Transaction
Triggers when an email is received for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Property Updated
Triggers when the property information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Status Updated
Triggers when the status of a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
Contact Capture Email Address
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
OwnerRequired
OfficeRequired
Lead Route
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
First Name Criteria
Last Name
Last Name Criteria
Company
Company Criteria
Email
Email Criteria
Phone
Phone Criteria
Lead Type
Lead Type Criteria
Lead Status
Lead Status Criteria
Lead Source
Lead Source Criteria
Language
Language Criteria
Owner
Office
Tags
Tags Criteria
Include Trashed Contacts?
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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