Microsoft Dynamics 365 CRM + pdfFiller
Create filled documents in PDFfiller from new Microsoft Dynamics accounts
Microsoft Dynamics accounts contain your corporate partners’ most relevant and important information. Use this Zapier automation to automatically pre-fill your business documents with your partners’ data. Once you’ve created a new account in Microsoft Dynamics CRM, Zapier transfers this data to a new document in PDFfiller. Streamline your document workflow and close more deals.
Microsoft Dynamics accounts contain your corporate partners’ most relevant and important information. Use this Zapier automation to automatically pre-fill your business documents with your partners’ data. Once you’ve created a new account in Microsoft Dynamics CRM, Zapier transfers this data to a new document in PDFfiller. Streamline your document workflow and close more deals.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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