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Formstack Documents + Microsoft Dynamics 365 CRM Integrations

Formstack Documents logoMicrosoft Dynamics 365 CRM logo
Formstack Documents logoMicrosoft Dynamics 365 CRM logo

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.

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 Account

Triggers when a new account is created.

New Contact

Triggers when a new contact is created.

Contact Updated

Triggers when a contact has been updated.

New Lead

Triggers when a new lead is created.

Lead Updated

Triggers when a lead has been updated.

New Opportunity

Triggers when a new opportunity is created.

Opportunity Updated

Triggers when an opportunity has been updated.

How Formstack Documents + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Formstack Documents + Microsoft Dynamics 365 CRM.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Formstack Documents + Microsoft Dynamics 365 CRM

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