Microsoft Dynamics 365 CRM + pdfFiller
Create filled documents in PDFfiller from new Microsoft Dynamics opportunities
Imagine that you don’t have to manually transfer information from your CRM to multiple agreements, contracts, price lists, etc. Moreover, you don’t even have to create these documents. Zapier makes this a reality. Set up this automation to easily fill your business documents using PDFfiller with information from new Microsoft Dynamics opportunities.
Imagine that you don’t have to manually transfer information from your CRM to multiple agreements, contracts, price lists, etc. Moreover, you don’t even have to create these documents. Zapier makes this a reality. Set up this automation to easily fill your business documents using PDFfiller with information from new Microsoft Dynamics opportunities.
- When this happens...New Opportunity
Triggers when a new opportunity 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
