Connect Financial Cents and Microsoft Dynamics CRM
Integrate Financial Cents with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Contact in Financial Cents
Create Contact in Microsoft-dynamics-crm when New Contact in Financial Cents
Create Opportunity in Microsoft-dynamics-crm when New Contact in Financial Cents
Create Lead in Microsoft-dynamics-crm when New Contact in Financial Cents
Create Case/Incident in Microsoft-dynamics-crm when New Contact in Financial Cents
Popular Financial Cents + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Financial Cents
When this happens...
New Contact
New Client
Update Contact
Update Client
Delete Contact
Delete Client
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Contact in Financial Cents
Use this flowCreate Contact in Microsoft-dynamics-crm when New Contact in Financial Cents
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Contact in Financial Cents
Use this flowCreate Lead in Microsoft-dynamics-crm when New Contact in Financial Cents
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Contact in Financial Cents
Use this flowCreate Order in Microsoft-dynamics-crm when New Contact in Financial Cents
Use this flowCreate Account in Microsoft Dynamics CRM when New Client in Financial-cents
Use this flowCreate Contact in Microsoft-dynamics-crm when New Client in Financial-cents
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Client in Financial-cents
Use this flowCreate Lead in Microsoft-dynamics-crm when New Client in Financial-cents
Use this flowSupported Triggers & Actions
Everything you can automate between Financial Cents and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
New Client
When new client is created
Update Contact
Trigge when contact updated
Update Client
Trigger when client updated
Delete Contact
Trigger when contact delete .
Delete Client
Trigger when client delete.
Do thisActions
Action is the task that follows automatically within your Financial Cents integrations.
Find Clients
Finds a client based on name.
Create Contact
Create a new contact.
Create Client
Create a client
Update Contact
Update an existing contact, probably with input from previous steps.
Find Contacts
Finds a contact based on name.
Find Templates
Finds a template based on title.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Financial Cents and Microsoft Dynamics CRM workflows.
Learn how to automate Financial Cents and Microsoft Dynamics CRM workflows.
Learn how to automate Financial Cents and Microsoft Dynamics CRM workflows.
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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Financial Cents and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Financial Cents and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Financial Cents triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Financial Cents. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Financial Cents and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Financial Cents and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
