Create DocuSign api requests for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM by connecting it with DocuSign for quicker document processing. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a custom API request is sent to DocuSign, helping you streamline lead management and document signing tasks. Simplify your sales process with seamless integration between your CRM and eSignature solution.
Effortlessly manage your new leads in Microsoft Dynamics 365 CRM by connecting it with DocuSign for quicker document processing. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a custom API request is sent to DocuSign, helping you streamline lead management and document signing tasks. Simplify your sales process with seamless integration between your CRM and eSignature solution.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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