Create integrations between Microsoft Dynamics 365 CRM and Magento 2.X to automate any workflow

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WHEN THIS HAPPENS

Opportunity Updated

AUTOMATICALLY DO THIS

Create Sales Order Comment

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

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

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

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

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

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

Connect Microsoft Dynamics 365 CRM and Magento 2.X 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 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 arrow pointing down

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.

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident 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

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Welcome
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created (with line item support).
Trigger
Scheduled
Try It
New Sales Order Invoice
Triggers when a new sales order invoice is created (with line item support).
Trigger
Scheduled
Try It
- Parent CategoryRequired
- NameRequired
- Category Visibility
- Would you like to include it in main menu?
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Middle Name
- PasswordRequired
- Prefix
- Suffix
- Gender
- Date Of Birth
- Default Billing Address
- Default Shipping Address
- Tax or VAT number
- Group ID
- Store ID
- Website ID
Action
Write
- Order IDRequired
- ItemRequired
- Quantity of ItemRequired
- Order Comment
- Should Comment be Visible on front?
- Append Comment
- Should Customer be Notified?
- Capture?
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Sales Order Credit Memo
Triggers when a new sales order creditmemo is created.
Trigger
Scheduled
Try It
New Sales Order Shipment
Triggers when a new sales order is created (with line item support).
Trigger
Scheduled
Try It
- NameRequired
- TypeRequired
- Parent Category
- Attribute SetRequired
- PriceRequired
- SKURequired
- Status
- Visibility
- Product Weight
Action
Write
- Order IDRequired
- Order Comment
- Should Customer be Notified?
- Should Comment be Visible on front?
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.

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Magento 2.X

Magento 2.X is the premier open source e-commerce app used by millions of customers each and every day.

Help

Related categories

eCommerce

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Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Microsoft Dynamics 365 CRM and Magento 2.X to automate any workflow

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Microsoft Dynamics 365 CRM and Magento 2.X to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

Custom Actions (Beta)

Welcome

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Product

New Order

New Sales Order Invoice

Create Category

Parent CategoryRequired

NameRequired

Category Visibility

Would you like to include it in main menu?

Create Customer

EmailRequired

First NameRequired

Last NameRequired

Middle Name

PasswordRequired

Prefix

Suffix

Gender

Date Of Birth

Default Billing Address

Default Shipping Address

Tax or VAT number

Group ID

Store ID

Website ID

Create Sales Order Invoice

Order IDRequired

ItemRequired

Quantity of ItemRequired

Order Comment

Should Comment be Visible on front?

Append Comment

Should Customer be Notified?

Capture?

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Create integrations between Microsoft Dynamics 365 CRM and Magento 2.X to automate any workflow