Integrate ProAbono with Microsoft Dynamics 365 CRM to automate your work

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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

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Zapier makes it easy to integrate ProAbono with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from ProAbono

A trigger is an event that starts your Zap and runs the workflow. For example, with ProAbono, a trigger could be "Event(s) Related to a Credit Note."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ProAbono to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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Learn about AI automation

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Connect ProAbono and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ProAbono and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

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.

- Event Type related to a credit note
  Required
Trigger
Instant
Try It
- Event Type related to an invoice
  Required
Trigger
Instant
Try It
- Event Type related to a subscription
  Required
Trigger
Instant
Try It
- Reference Customer
  Required
- Ensure Billable ?
- Date Start
- Date End
- Force Offline ?
- Note
Action
Write
- Name
  Required
- Email
  Required
- Reference Customer
  Required
- Language
- Reference Affiliation
- Segment
Action
Write

- Reference Customer
  Required
- Reference Feature
  Required
Action
Write
- Reference Customer
  Required
Action
Write

- Reference Customer
  Required
Action
Write
- Reference Customer
  Required
Action
Write
- Subscription Id
  Required
Action
Write
- Subscription Id
  Required
- When should this termination be applied ?
  Required
Action
Write
- Reference Customer
  Required
- How the Customer will pay futures invoices created in ProAbono ?
- Next Billing Date
- Should the customer be automatically billed on each term ?
Action
Write
- Country Name
  Required
Action
Search
- 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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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 Entity
  Required
- 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

- Event Type related to a customer
  Required
Trigger
Instant
Try It
- Event Type related to a payment method (bank card and/or direct debit mandate)
  Required
Trigger
Instant
Try It
- Reference Customer
  Required
Action
Write
- Reference Customer
  Required
- Label
  Required
- Amount
  Required
- Quantity
- Ensure Billable ?
Action
Write
- Reference Customer
  Required
- Offer
  Required
- Date Start
- Title
- Description
- UpFront Fee
- Recurring Amount
- Termination Fee
Action
Write
- Reference Customer
  Required
- Reference Feature
  Required
Action
Write
- Credit Note Id
  Required
Action
Write
- Invoice Id
Action
Write
- Reference Customer
  Required
- Reference Feature
  Required
- Quantity
  Required
Action
Write
- Subscription Id
  Required
Action
Write
- Reference Customer
  Required
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- Zip Code
- City
- Country
- Region/State/Province
- Tax Information
- Phone
Action
Write
- Subscription Id
  Required
- Offer
  Required
- When should this termination be applied ?
  Required
- Should The Minimum Commitment be ignored ?
  Required
- When Should this upgrade be billed ?
  Required
Action
Write
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 Entity
  Required
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 type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
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 Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
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

Learn how to automate ProAbono on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

About ProAbono

Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.

Related categories

Payment Processing

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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