Connect Quire and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task in Project
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Quire and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task in Project
Trigger when new task is created.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
Do thisActions
Action is the task that follows automatically within your Quire integrations.
Get all organizations
Get all existing organizations
Find User
find an existing user in quire account.
Find task by ID
Find task by Id.
Create Task Comment
Update Task
update an existing task.
Create Task
Add a new task in a project.
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Step by step guides to integrate Quire and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Quire and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Quire triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Quire data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Quire and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Quire and Microsoft Dynamics CRM. 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.
About Quire
Quire is a collaborative project management tool designed to help teams plan, organize, and execute their tasks efficiently. It offers features such as task lists, Kanban boards, and real-time collaboration to streamline project workflows.
Learn MoreAbout 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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