Connect VATSense and Microsoft Dynamics CRM to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your VATSense integrations.
Validate VAT number
Check if a VAT number is valid and return its registration details
Convert Currency
Convert an amount to another currency
Get countries
Get the available countries for VAT settings
Get currency conversion rates
Get the latest currency conversion rates.
Create invoice
Create a new invoice with line items, VAT rates, currency, and notes.
Add items to invoice
Add one or more items to an existing invoice.
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Step by step guides to integrate VATSense and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your VATSense and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how VATSense 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 VATSense 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 VATSense 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 VATSense
VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.
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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