Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge
Microsoft Dynamics 365 CRM + Formstack Documents
Formstack Documents + Microsoft Dynamics 365 CRM Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Microsoft Dynamics 365 CRM.
Get started with workflows like: Send proposals for new opportunities in Microsoft Dynamics CRM from WebMerge. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.
Popular Ways to Connect Formstack Documents and Microsoft Dynamics 365 CRM
Populate WebMerge documents for new Microsoft Dynamics opportunities
Microsoft Dynamics 365 CRM + Formstack Documents
Connect Formstack Documents + Microsoft Dynamics 365 CRM in Minutes
It's easy to connect Formstack Documents + Microsoft Dynamics 365 CRM and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
InstantNew Merged Document
Triggers when a merged/populated document is created.
New Contact
Triggers when a new contact is created.
New Lead
Triggers when a new lead is created.
New Opportunity
Triggers when a new opportunity is created.
New Account
Triggers when a new account is created.
Contact Updated
Triggers when a contact has been updated.
Lead Updated
Triggers when a lead has been updated.
Opportunity Updated
Triggers when an opportunity has been updated.
How Formstack Documents + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Formstack Documents + Microsoft Dynamics 365 CRM.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.