Integrating QuickBooks Online with Microsoft Dynamics CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between QuickBooks Online and Microsoft Dynamics CRM
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Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.
About Microsoft Dynamics CRM
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.
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It's easy to connect QuickBooks Online + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers whenevver a new account is added.
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New Bill
Triggers every time a new bill is added.
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New Customer
Triggers when you add a new customer.
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New Estimate
Triggers whenever you add a new estimate.
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New Invoice
Triggers every time you add a new invoice.
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New Payment
Triggers everytime a payment is received (with line item support).
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New Product
Triggers every time you add a new product.
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New Purchase Order
Triggers every time a new purchase order is added.
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New Sales Receipt
Triggers whenever a new sales receipt is added.
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New Vendor
Triggers every time a new vendor is added.
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Updated Invoice
Triggers every time you update a invoice
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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.
- Actions
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Create Customer
Adds a new customer.
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Create Invoice
Adds a new invoice (with line item support).
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Create Item
Create a item
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Create Sales Receipt
Adds a new sales receipt (with line item support).
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Update Invoice
Refresh an existing invoice (with line item support).
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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
How QuickBooks Online & Microsoft Dynamics CRM Integrations Work
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Step 1: Choose QuickBooks Online 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 Microsoft Dynamics CRM 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 QuickBooks Online to Microsoft Dynamics CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.