Question

Dynamics CRM invoice trigger

  • 3 April 2023
  • 2 replies
  • 37 views

Hi, new to Zapier, testing this out before committing.  

 

I am trying to create a trigger with Dynamics 365 CRM Invoices to create a shipment in Shipstation.

I see the can triggers, are mostly contacts and leads, I did not see how one can get to the other tables. Any suggestions on reading material?

 

Alex


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2 replies

Userlevel 7
Badge +14

Hi @AlexSiu 

Good question.

Generally if an app trigger or action is not available, then you’d have to explore using the app’s API or webhooks.

Microsoft Dynamics 365 API: https://learn.microsoft.com/en-us/rest/dynamics365/

That can be more involved as those are advanced approaches to configuring Zaps.

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

Userlevel 4
Badge +6

Hi @AlexSiu 

Here’s a helpful guide for Microsoft Dynamics 365 CRM integration: https://zapier.com/apps/microsoft-dynamics-crm/integrations.