Formstack Documents + Microsoft Dynamics 365 CRM
Update Formstack Documents data routes when Microsoft Dynamics 365 CRM contacts are updated
Keep your documents up to date with this powerful automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a data route merge in Formstack Documents, ensuring your documents always reflect the latest information. Stay organized and save time on manual updates, so you can focus on what matters most to your business.
Keep your documents up to date with this powerful automation. When a contact is updated in Microsoft Dynamics 365 CRM, this workflow will automatically create a data route merge in Formstack Documents, ensuring your documents always reflect the latest information. Stay organized and save time on manual updates, so you can focus on what matters most to your business.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Data Route Merge
Send data to your Data Route URL.
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