Alegra + Microsoft Dynamics 365 CRM

Create new Alegra contacts from Microsoft Dynamics 365 CRM contacts

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Alegra with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Alegra. This automation ensures consistent and up-to-date contact information across both platforms, saving you time and reducing manual entry errors.

Effortlessly manage your contacts between Microsoft Dynamics 365 CRM and Alegra with this seamless workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a corresponding contact will be created in Alegra. This automation ensures consistent and up-to-date contact information across both platforms, saving you time and reducing manual entry errors.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AlegraAlegra
    Create Contact

    Crear un contacto nuevo. Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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alegra logo

About Alegra

Alegra is an accounting and billing app designed for Latin American managers.

Related categories

  • Accounting
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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