Create FileInvite invites for new Microsoft Dynamics 365 CRM contacts
Save time and streamline your workflow by automating the invitation process for new contacts in Microsoft Dynamics 365 CRM. With this setup, every time a new contact is added in CRM, an invite will be created in FileInvite, ensuring all your important documents are collected and shared efficiently. Keep your business moving forward with this seamless automation.
Save time and streamline your workflow by automating the invitation process for new contacts in Microsoft Dynamics 365 CRM. With this setup, every time a new contact is added in CRM, an invite will be created in FileInvite, ensuring all your important documents are collected and shared efficiently. Keep your business moving forward with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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