Connect Dext to Microsoft Dynamics 365 CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Dext with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Connect Dext and Microsoft Dynamics 365 CRM to unlock the power of automation
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Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- Archive Receipts
- Client Filter
Try It- Threshold
- Client Filter
Try It- PhotoRequired
- Client Filter
- PhotoRequired
- Client Filter
- Client Filter
Try It- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
- New Account
Triggers when a new account is created.
Try It
Related categories
Related categories