Integrations Microsoft Dynamics CRM Nibo
Microsoft Dynamics CRM + Nibo

Connect Microsoft Dynamics CRM and Nibo to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics CRM

When this happens...

Choose an Action

Nibo

Automatically do this!

Ready to use Microsoft Dynamics CRM and Nibo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Triggers when new account is created

New Contact

New Contact

Triggers when new contact is created

New Case/Incident

New Case/Incident

Triggers when new case/incident created

New Invoice

New Invoice

Triggers when new invoice is created

New Lead

New Lead

Triggers when new lead is created

New Opportunity

New Opportunity

Triggers when new opportunity is craeted

Do thisActions

Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.

Create Account

Create Account

Creates a new account

Create Contact

Create Contact

Creates a new contact

Create Opportunity

Create Opportunity

Creates a new opportunity

Create Lead

Create Lead

Creates a new lead

Create Case/Incident

Create Case/Incident

Creates a new case/incident

Create Order

Create Order

Creates a new order

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Step by step guides to integrate Microsoft Dynamics CRM and Nibo

Frequently Asked Questions

How do I start an integration between Microsoft Dynamics CRM and Nibo?

To start, connect both your Microsoft Dynamics CRM and Nibo accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in Nibo (or vice versa).

Can we customize how data from Microsoft Dynamics CRM is recorded in Nibo?

Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in Nibo. This includes choosing which data fields go into which fields of Nibo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics CRM and Nibo?

The data sync between Microsoft Dynamics CRM and Nibo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics CRM to Nibo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics CRM and Nibo?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and Nibo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Dynamics CRM

About Microsoft Dynamics CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Nibo

About Nibo

Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.

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