Microsoft Dynamics 365 CRM + TIMIFY

Create TIMIFY customers from new Microsoft Dynamics 365 CRM leads

Effortlessly transfer new leads from Microsoft Dynamics 365 CRM to TIMIFY with this efficient automation. When you capture a new lead in the CRM, this workflow instantly creates a customer profile in the TIMIFY app, streamlining your process and saving time. Focus more on nurturing leads and leave the tedious data entry to this seamless connection.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Customer
To Create a Customer in Timify
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
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
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Appointment Deleted
Triggers when an appointment is deleted in TIMIFY.
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment/booking is created in TIMIFY.
Trigger
Instant
Try It
- FieldRequired
Trigger
Instant
Try It
New Group Event Participant Added
Triggers when participant is added in a group event, however it only returns new participant, not all participants of that event.
Trigger
Instant
Try It
New Service
Triggers when a new service is created in TIMIFY.
Trigger
Instant
Try It
Resource Updated
Triggers when an existing resource is updated in TIMIFY.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated in TIMIFY.
Trigger
Instant
Try It
- ServiceRequired
- Resource ID(s)Required
- Date & TimeRequired
- DurationRequired
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- External ID
Action
Write

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Group Event Participant Added
Triggers when a new participant is added to an existing group event in TIMIFY.
Trigger
Instant
Try It
New Customer
Triggers when a customer is created.
Trigger
Instant
Try It
New Group Event
Triggers when a new group event (with multiple participants) is created in TIMIFY.
Trigger
Instant
Try It
New Resource
Triggers when a new resource (employee/room/etc.) is created in TIMIFY.
Trigger
Instant
Try It
Resource Deleted
Triggers when a resource is deleted in TIMIFY.
Trigger
Instant
Try It
Appointment Updated
Triggers when an existing appointment/booking is updated in TIMIFY.
Trigger
Instant
Try It
Group Event Updated
Triggers when an existing group event (with multiple participants) is updated in TIMIFY.
Trigger
Instant
Try It
- TitleRequired
- Resource ID(s)Required
- Duration (in minutes)Required
- Date & TimeRequired
- Notes
Action
Write

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

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About TIMIFY

TIMIFY is an online scheduling and resource management tool for all kind of small businesses and large enterprises.

Related categories

Calendar

Related Zap Templates

Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts

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Create new TIMIFY customers from updated Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + TIMIFY

Create TIMIFY customers from new Microsoft Dynamics 365 CRM leads

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Appointment Deleted

New Appointment

New Customer With Selective Fields

New Group Event Participant Added

New Service

Resource Updated

Customer Updated

Create Appointment by Service

Create Customer

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Group Event Participant Added

New Customer

New Group Event

New Resource

Resource Deleted

Appointment Updated

Group Event Updated

Create Appointment

About Microsoft Dynamics 365 CRM

Related categories

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Pipedrive

Insightly

Zapier Interfaces

About TIMIFY

Related categories

Related Zap Templates