Microsoft Dynamics 365 CRM + pdfFiller
Create filled documents in PDFfiller from new Microsoft Dynamics contacts
Typing your contact’s information into business documents can take hours. Thinking of automating this time-consuming process? Set up this Zapier automation and eliminate this tedious task. Once you’ve added a new contact to your Microsoft Dynamics account, their information is seamlessly transferred to a new document in your PDFfiller account.
Typing your contact’s information into business documents can take hours. Thinking of automating this time-consuming process? Set up this Zapier automation and eliminate this tedious task. Once you’ve added a new contact to your Microsoft Dynamics account, their information is seamlessly transferred to a new document in your PDFfiller account.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
- Free forever for core features
- 14 day trial for premium features & apps
