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Quickly connect Agentcis to Microsoft Dynamics 365 CRM with a Zapier template.
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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.
- New Client
Triggers when a new client is added.
Try It - New Prospect
Triggers when a new prospect is added.
Try It - IdRequired
- Client_identifier
- First_nameRequired
- Last_nameRequired
- EmailRequired
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
- Info
Try It
- New Lead
Triggers when a new lead is added.
Try It - Client_identifier
- First_nameRequired
- Last_nameRequired
- EmailRequired
- Phone_number
- Visa_expiry_date
- Preferred_intake
- Street
- City
- State
- Zip_code
- Assignee
- Branch_id
- Tags
- New Account
Triggers when a new account is created.
Try It - New Contact
Triggers when a new contact is created.
Try It