Create integrations between SendSafely and Microsoft Dynamics 365 CRM to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Dropzone Submission
Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.
Try It - Updated Account
Triggers when an account is updated.
Try It - Updated Contact
Triggers when a contact has been updated.
Try It - New Case/Incident
Triggers when a new case/incident is created.
Try It
Related categories
Related categories