Docubee + Microsoft Dynamics 365 CRM
Create Docubee workflow instances for new Microsoft Dynamics 365 CRM contacts
Effortlessly streamline your CRM and workflow management processes with this automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, it will instantly start a workflow instance in the Docubee app. This ensures that every new contact is properly engaged and assists your team in staying organized and efficient.
Effortlessly streamline your CRM and workflow management processes with this automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, it will instantly start a workflow instance in the Docubee app. This ensures that every new contact is properly engaged and assists your team in staying organized and efficient.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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About Docubee
Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
