Microsoft Dynamics 365 CRM + Taiga Integration

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Taiga
    Task is created in Taiga Instant
  • Taiga
    Task is updated in Taiga Instant
  • Taiga
    Task is deleted in Taiga Instant
  • Taiga
    Task status is updated in Taiga Instant
  • Taiga
    Issue is created in Taiga Instant
  • Taiga
    Issue is updated in Taiga Instant
  • Taiga
    Issue is deleted in Taiga Instant
  • Taiga
    Issue status is updated in Taiga Instant
  • Taiga
    User story is created in Taiga Instant
  • Taiga
    User story is updated in Taiga Instant
  • Taiga
    User story is deleted in Taiga Instant
  • Taiga
    User story status is updated in Taiga Instant
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Taiga
    Create project in Taiga
  • Taiga
    Delete project in Taiga
  • Taiga
    Create task in Taiga
  • Taiga
    Delete task in Taiga
  • Taiga
    Create user story in Taiga
  • Taiga
    Delete user story in Taiga
  • Taiga
    Create issue in Taiga
  • Taiga
    Delete issue in Taiga

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Microsoft Dynamics 365 CRM
Taiga

Supported triggers and actions for Microsoft Dynamics 365 CRM and Taiga

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Taiga
Taiga Triggers & Actions
Instant
Task is created in Taiga
Triggers the automation when a new task is created
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Instant
Task is updated in Taiga
Triggers the automation when any task is updated
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Instant
Task is deleted in Taiga
Triggers the automation when a task is deleted
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Instant
Task status is updated in Taiga
Triggers the automation when the status of a task is changed
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Instant
Issue is created in Taiga
Triggers the automation when a new issue is created
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Instant
Issue is updated in Taiga
Triggers the automation when an issue is modified
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Instant
Issue is deleted in Taiga
Triggers the automation when any issue is deleted
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Instant
Issue status is updated in Taiga
Triggers the automation when the status of any issue is updated
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Instant
User story is created in Taiga
Triggers the automation when a new user story is created
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Instant
User story is updated in Taiga
Triggers the automation when a user story is updated
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Instant
User story is deleted in Taiga
Triggers the automation when a user story is deleted
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Instant
User story status is updated in Taiga
Triggers the automation when a user story status is updated
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Create project in Taiga
Creates a new project
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Delete project in Taiga
Removes a project from the system
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Create task in Taiga
Creates a new task
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Delete task in Taiga
Removes a particular task
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Create user story in Taiga
Creates a new user story
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Delete user story in Taiga
Removes a user story from the system
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Create issue in Taiga
Generates a new issue for tracking and resolving
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Delete issue in Taiga
Deletes the selected issue from the system
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And much more...
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Taiga

Build and manage your Microsoft Dynamics 365 CRM + Taiga automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Taiga with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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2
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3
Automation is ready
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You Can Also Connect Microsoft Dynamics 365 CRM or Taiga With 1500+ Other Apps

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