About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How do I Find/Create contact in Dynamics 365 by using Email Address and Birthdate from Paperform?
Question

How do I Find/Create contact in Dynamics 365 by using Email Address and Birthdate from Paperform?

  • 29 March 2023
  • 3 replies
  • 38 views
Wallrobster123

I am using the New Form Submission trigger from Paperform and the Find Contact action from Dynamics 365 to check against several Contact fields in Dynamics 365 before creating a new one. How can I add fields to check against? Currently the only fields that display are the Name and Phone Number fields, but the requirement is to also check against Email Address and Birthdate. 

Thanks! 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Danvers
Userlevel 7
Badge +12

Hi @Wallrobster123, welcome to the Community!

I don’t have an MS Dynamics 365 CRM account, so I can’t check this directly, but I can see that it should be possible to use any ‘searchable’ field. Are you able to share a screenshot of the Find Contact action in your Zap so we can take a look with you 🙂

Thanks!

Wallrobster123

HI there! Yes, below is a screenshot of the Find Contact action. In Dynamics however, there are more fields that have been marked as ‘Searchable’ that are not showing here. Thanks for looking, please let me know what other questions you have! 

 

 

Brem
Userlevel 4
Badge +6

Hi @Wallrobster123 

Hopping in! I hope I can help.

Have you just created the form you mentioned? If so, please load more samples in the trigger step, then select the most recent one so that Zapier can pull it and see if the Email and Birthdate fields will appear.

Terms & Conditions