Alegra + Microsoft Dynamics 365 CRM

Create contacts in Alegra from new Microsoft Dynamics 365 CRM contacts for seamless data management

Effortlessly keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Alegra with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a new contact in Alegra's Mexico app, ensuring all your contact information remains consistent and increasing the accuracy of your records. No more manual entry or outdated information, streamline your contact management process today.

Effortlessly keep your contacts up-to-date across Microsoft Dynamics 365 CRM and Alegra with this efficient workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, this automation will instantly create a new contact in Alegra's Mexico app, ensuring all your contact information remains consistent and increasing the accuracy of your records. No more manual entry or outdated information, streamline your contact management process today.

  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 in Mexico

    Crear contacto en México. Create a contact in Mexico.

    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
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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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