Formstack Documents + Microsoft Dynamics 365 CRM

Update Formstack Documents data routes when Microsoft Dynamics 365 CRM contacts are updated

Keep your documents up to date with this powerful automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a data route merge in Formstack Documents, ensuring your documents always reflect the latest information. Stay organized and save time on manual updates, so you can focus on what matters most to your business.

Keep your documents up to date with this powerful automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a data route merge in Formstack Documents, ensuring your documents always reflect the latest information. Stay organized and save time on manual updates, so you can focus on what matters most to your business.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    Formstack DocumentsFormstack Documents
    Create Data Route Merge

    Send data to your Data Route URL.

    ActionWrite
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Supported triggers and actions

formstack-documents logo
formstack-documents logo

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
Learn more

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  • Documents

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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

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  • CRM (Customer Relationship Management)
  • Microsoft

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