Integrating Microsoft Dynamics CRM with Paddle by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Microsoft Dynamics CRM and Paddle
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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.
About Paddle
Paddle is a revenue delivery platform that assists B2B and B2C SaaS firms in increasing worldwide conversions, reducing churn, remaining compliant, and scaling up quickly.
Integrations for PaddleIt's easy to connect Microsoft Dynamics CRM + Paddle without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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New PaymentTrigger when new payment made.
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New Transaction
Trigger when new transaction is coming.
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New User
Trigger when new user created.
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Order Processing Completed
Trigger when One-off purchases new order processing completed. Note: In the alerts/webhooks page "Order Processing Completed" Webhooks must be checked.
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Payment Refunded
Trigger when new One-off purchases payment refunded. Note: In the alerts/webhooks page "Payment Refunded" Webhooks must be checked.
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Subscription Cancelled
Trigger when new subscription cancelled. Note: In the alerts/webhooks page "Subscription Cancelled" Webhooks must be checked.
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Subscription Created
Trigger when new subscription created. Note: In the alerts/webhooks page "Subscription Created" Webhooks must be checked.
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Subscription Payment Failed
Trigger when new subscription payment failed. Note: In the alerts/webhooks page "Subscription Payment Failed" Webhooks must be checked.
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Subscription Payment Refunded
Trigger when new subscription payment refunded. Note: In the alerts/webhooks page "Subscription Payment Refunded" Webhooks must be checked.
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Subscription Payment Success
Trigger when new subscription payment success. Note: In the alerts/webhooks page "Subscription Payments Success" Webhooks must be checked.
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Subscription Updated
Trigger when new subscription updated. Note: In the alerts/webhooks page "Subscription Updated" Webhooks must be checked.
- Actions
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Create Coupon
Create a new coupon for the given product or a checkout.
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Create Subscription
Create a new subscription billing plan with the supplied parameters.
How Microsoft Dynamics CRM & Paddle Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Paddle as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to Paddle.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.