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Integrations Microsoft Dynamics CRM QuickBooks
Microsoft Dynamics CRM + QuickBooks

Connect Microsoft Dynamics CRM and QuickBooks to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics CRM

When this happens...

Choose an Action

QuickBooks

Automatically do this!

Ready to use Microsoft Dynamics CRM and QuickBooks automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

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

We'll help you get started

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Step by step guides to integrate Microsoft Dynamics CRM and QuickBooks

Frequently Asked Questions

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

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

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

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

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

The data sync between Microsoft Dynamics CRM and QuickBooks 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 QuickBooks?

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 QuickBooks?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and QuickBooks. 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.

CRM Microsoft
Learn More
QuickBooks

About QuickBooks

QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.

AccountingFinance
Learn More

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