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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.Microsoft Dynamics CRM Integrations
It's easy to connect Plaid + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Create a new payment recipient
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task