Agendor + Microsoft Dynamics 365 CRM
Update Agendor organizations when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM contacts and Agendor organizations up-to-date with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding organization in Agendor, ensuring your information remains organized and accurate across both platforms. Simplify your data management and stay connected with your contacts effortlessly.
Keep your Microsoft Dynamics 365 CRM contacts and Agendor organizations up-to-date with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation will create or update the corresponding organization in Agendor, ensuring your information remains organized and accurate across both platforms. Simplify your data management and stay connected with your contacts effortlessly.
- When this happens...
Updated ContactTriggers when a contact is updated.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update OrganizationCreates or updates an Organization (Empresa).
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 ZapScheduledZapier 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 ZapScheduledZapier 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
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
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
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
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Relates to (Relaciona-se a)Required
Text (Texto)Required
Author (Criador)Required
Due Date (Data de Agendamento)
Assigned Users (Usuários Responsáveis)
Finished? (Finalizada?)
Metrics (Métricas)
Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal Status (Status do Negócio)Required
End Time (Data de Conclusão)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name (Nome)
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name (Nome)Required
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Cnpj
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle (Título)Required
Organization (Empresa)
Person (Pessoa)
Deal Status (Status do Negócio)
Description (Descrição)
Products (Produtos)
Ranking
Start Time (Data de Início)
End Time (Data de Conclusão)
Owner User (Usuário Responsável)
Funnel (Funil)
Value (Valor)
Author (Criador)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName (Nome)Required
CPF
Email
Role (Cargo)
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
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
New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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 ZapScheduledZapier 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.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
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)
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 foundNew Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Value (Valor)
Description (Descrição)
Start Time (Data de Início)
Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
EmailRequired
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title (Título)
Organization (Empresa)
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Cpf
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName (Nome)Required
CNPJ
Email
Legal Name (Razão Social)
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
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
About Agendor
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