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Create new Microsoft Dynamics accounts from filled forms in PDFfiller

Still spending valuable time having to manually type new account information in Microsoft Dynamics? Use the collected information from your filled-in forms to automatically fill out fields in newly created accounts. With Zapier automation, adding your form’s data to accounts in Microsoft Dynamics is a breeze.

Still spending valuable time having to manually type new account information in Microsoft Dynamics? Use the collected information from your filled-in forms to automatically fill out fields in newly created accounts. With Zapier automation, adding your form’s data to accounts in Microsoft Dynamics is a breeze.

  1. When this happens...
    pdfFillerpdfFiller
    New Filled Form

    Triggers when a form is filled out.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Account

    Creates a new account.

    ActionWrite
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Supported triggers and actions

    • Fill RequestRequired

    • Download Filled FormRequired

    • Filled Form Name

    Trigger
    Instant
    Try It
    • Document typeRequired

    • Folder

    Trigger
    Polling
    Try It
  • Action
    Write
    • DocumentRequired

    • Expiration

    Action
    Write
    • Base DocumentRequired

    • Download Filled DocumentRequired

    • Filled Document Name

    Trigger
    Instant
    Try It
    • Message

    • Base DocumentRequired

    • FolderRequired

    • File Name

    Action
    Write
    • DocumentRequired

    • Document Name

    Action
    Write
    • DocumentRequired

    • FolderRequired

    Action
    Write
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pdfFiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.

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