Evoliz + Microsoft Dynamics 365 CRM
Create Evoliz clients from new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and Evoliz. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a client in Evoliz, ensuring your customer information is always up-to-date and consistently organized in your accounting software. Focus on your sales strategy while this integration takes care of the data management tasks.
Effortlessly manage your new leads with this seamless workflow between Microsoft Dynamics 365 CRM and Evoliz. When a new lead is added in Microsoft Dynamics 365 CRM, this automation will create a client in Evoliz, ensuring your customer information is always up-to-date and consistently organized in your accounting software. Focus on your sales strategy while this integration takes care of the data management tasks.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a Client
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 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 Article
Triggers when a new article is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit's status
Payment method id
Analytic axis id
Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice's status.
Payment method id.
Analytic axis id
Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPayment's type
Payment method id
Linked client Id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrder's status
Payment method id
Analytic axis id
Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAccount numberRequired
Account labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client code
Client nameRequired
Client typeRequired
PostcodeRequired
TownRequired
Iso2 country codeRequired
Address line 1
Address line 2
Delivery Postcode
Delivery Town
Delivery Iso2 country code
Delivery Address line 1
Delivery Address line 2
Bank name
Bank account details
International Bank Account Number
Bank Identifier Code (BIC, SWIFT)
Client phone number
Client mobile number
Client website URL
Client legal form
Client business Number (SIRET)
Client intra-community VAT number
Client activity number
Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The prospect's id to attach the contact toRequired
Contact last nameRequired
Contact client civility
Contact first name
Contact profil
Contact email
Primary phone label
Primary phone number
Secondary phone label
Secondary phone number
Tertiary phone label
Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External Document numberRequired
Document dateRequired
The client's id to attach the invoice toRequired
Payment term identifierRequired
Object on the document
Penalty rate, prohibited if no_penalty is true
Define the display of legal mention about penalty rate on the created document
Use legal mention about recovery indemnity
Discount rate, prohibited if no_discount_term is true
Define the display of the no discount applicable legal mention
Payment type identifier
Comments on the invoice with html
Invoice rebate
Execution date of payment terms
Indicate whether to include sale general conditions in the document PDF or not
Analytic axis id
Item designation with html
Item quantity
Item unit price excluding vat
Item reference with html
Quantity unit
Item VAT rate
Item rebate
Item sale classification id
Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect nameRequired
PostcodeRequired
TownRequired
Country ISO2 codeRequired
Address line 1
Address line 2
Prospect activity number
Prospect business Number (SIRET)
Prospect intra-community VAT number
Prospect phone number
Prospect mobile number
Prospect website URL
Comments on this prospect
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External Document numberRequired
Document dateRequired
The client's id to attach the sale order toRequired
Payment term identifierRequired
Object on the document
Penalty rate
Use legal mention about penalty rate
Use legal collection cost
Discount rate, prohibited if no_discount_term is true
No relevant discount rate
Payment type identifier
Comments on the sale order with html
Withdrawal period
Delivery date of the document
Sale order rebate
Indicate whether to include sale general conditions in the document PDF or not
Analytic axis id
Item designation with html
Item quantity
Item unit price excluding vat
Item reference with html
Quantity unit
Item VAT rate
Item rebate
Item sale classification id
Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Email recipient addressRequired
Send copy to your user email address
Subject of the email.
Body of the email in txt or Html
Send signature of your company in the email
Add the PDF document as an attachment
Contact client civility
Contact last name
Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article idRequired
Article reference
Article designation
Article type
Article quantity
Article weight
Article quantity unit
Article unit price
Article VAT rate
Billing option
Article purchase unit price, must be less than unit price vat excluded
Article reference from the supplier
Stock management for the article
Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter articles by referenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch byRequired
Search ContentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier code identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle referenceRequired
Article designationRequired
Article type
Article quantity
Article weight
Article quantity unit
Article unit price
Article VAT rate
Billing option
Article purchase unit price
Article reference from the supplier
Stock management for the article
Article stocked quantity
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch byRequired
Search ContentRequired
The client's id to attach the contact toRequired
Contact last nameRequired
Contact emailRequired
Contact client civility
Contact first name
Contact profil
Contact consent informations
Primary phone label
Primary phone number
Secondary phone label
Secondary phone number
Tertiary phone label
Tertiary phone number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDocument numberRequired
External Document numberRequired
Document dateRequired
The client's id to attach the sale order toRequired
Payment term identifierRequired
Object on the document
Penalty rate
Use legal mention about penalty rate
Use legal collection cost
Discount rate, prohibited if no_discount_term is true
No relevant discount rate
Payment type identifier
Comments on the sale order with html
Withdrawal period
Delivery date of the document
Sale order rebate
Indicate whether to include sale general conditions in the document PDF or not
Analytic axis id
Item designation with html
Item quantity
Item unit price excluding vat
Item reference with html
Quantity unit
Item VAT rate
Item rebate
Item sale classification id
Article unique identifier
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 foundAdvance's status
Payment method id
Analytic axis id
Client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBank item bank id
Search param
Bank item movement
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Client Contact
Triggers when a new client contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDelivery's status
Payment method id
Analytic axis id
Delivery's client id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planExpense's status
Payment method id
Analytic axis id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice (Unpaid)
Triggers when a new invoice's payment is late.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuote's status
Payment method id
Analytic axis id
Organization's type
Quote's client id
Quote's prospect id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Supplier
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planArticle referenceRequired
Article designationRequired
Article type
Article quantity
Article weight
Article quantity unit
Article unit price
Article VAT rate
Billing option
Article purchase unit price
Article reference from the supplier
Stock management for the article
Article stocked quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The client's id to attach the contact toRequired
Contact last nameRequired
Contact emailRequired
Contact client civility
Contact first name
Contact profil
Contact consent informations
Primary phone label
Primary phone number
Secondary phone label
Secondary phone number
Tertiary phone label
Tertiary phone number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The supplier's id to attach the buy toRequired
The buy total including vatRequired
Document dateRequired
Label of the buyRequired
Document number
External document number written on the document
Payment term identifier
Payment type identifier
Item total excluding vatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IdRequired
Payment entry dateRequired
Payment labelRequired
Payment method idRequired
Payment amountRequired
Comments on the payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External Document numberRequired
Document dateRequired
The client's id to attach the quote to
The prospect's id to attach the quote to
Payment term identifierRequired
Object on the document
Penalty rate
Use legal mention about penalty rate
Use legal collection cost
Discount rate, prohibited if no_discount_term is true
No relevant discount rate
Payment type identifier
Comments on the quote with html
Validity duration of the document in days
Delivery date of the document
Quote rebate
Indicate whether to include sale general conditions in the document PDF or not
Analytic axis id
Item designation with html
Item quantity
Item unit price excluding vat
Item reference with html
Quantity unit
Item VAT rate
Item rebate
Item sale classification id
Article unique identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Draft Invoice IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote idRequired
Email recipient addressRequired
Send copy to your user email address
Subject of the email
Body of the email in txt or Html
Send signature of your company in the email
Add the PDF document as an attachment
Contact client civility
Contact last name
Contact first name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IdRequired
Client code
Client name
Client type
Address line 1
Address line 2
Postcode
Town
Country
Delivery Address line 1
Delivery Address line 2
Delivery Postcode
Delivery Town
Delivery Country
Bank name
Bank account details
International Bank Account Number
Bank Identifier Code (BIC, SWIFT)
Client phone number
Client mobile number
Client website URL
Client legal form
Client business Number (SIRET)
Client intra-community VAT number
Client activity number
Client immatriculation number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client code identifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDocument numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUserIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appClient codeRequired
Client nameRequired
Client typeRequired
PostcodeRequired
TownRequired
Iso2 country codeRequired
Address line 1
Address line 2
Delivery Postcode
Delivery Town
Delivery Iso2 country code
Delivery Address line 1
Delivery Address line 2
Bank name
Bank account details
International Bank Account Number
Bank Identifier Code (BIC, SWIFT)
Client phone number
Client mobile number
Client website URL
Client legal form
Client business Number (SIRET)
Client intra-community VAT number
Client activity number
Client immatriculation number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDocument numberRequired
External Document numberRequired
Document dateRequired
The client's id to attach the invoice toRequired
Payment term identifierRequired
Object on the document
Penalty rate, prohibited if no_penalty is true
Define the display of legal mention about penalty rate on the created document
Use legal mention about recovery indemnity
Discount rate, prohibited if no_discount_term is true
Define the display of the no discount applicable legal mention
Payment type identifier
Comments on the invoice with html
Invoice rebate
Execution date of payment terms
Indicate whether to include sale general conditions in the document PDF or not
Analytic axis id
Item designation with html
Item quantity
Item unit price excluding vat
Item reference with html
Quantity unit
Item VAT rate
Item rebate
Item sale classification id
Article unique identifier
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
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