Foxit eSign + Microsoft Dynamics 365 CRM Integrations

How to connect Foxit eSign + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- TemplateRequired
- Folder Name
- First NameRequired
- Last NameRequired
- EmailRequired
- PermissionRequired
- SequenceRequired
  Use this field to assign a sequence number to a recipient in the list of recipient parties. Use unique sequence numbers for each party starting with 1 like 1,2,3,4
- In Person Administrator Email
- Allow Signer to Correct Name
- Sender Email
- Enable Signing Sequence
  Use this field to send the folder signinig in sequence or not. When false, signing emails sent to all. When true, signing email are sent to next only after prior party signs.
- Send Now
- Enable In Person Signing
  When you are passing as a true then, Use this field to initiate the in-person signing process which can be easily completed on any device in a matter of minutes and avoids email-based signatures where required.
- Static Recipients
  Use this fieeld to freeze the recipient parties after creating a folder from the API in embedded mode. Parties are allowed to be edited only when value is false.
- Static Documents
  Use this fieeld to freeze the documents in a folder after creating a folder from the API in embedded mode. Documents are allowed to be edited only when value is false.
- Send Success URL
  URL for the landing page on your website/application, which the user will be redirected to after successfully sending the folder in the embedded sending view.
- Send Error URL
  URL for the landing page on your website/application, which the user will be redirected to if error comes during sending the folder in the embedded sending view.
- Sign Success URL
  URL for the landing page on your website/application, which the user will be redirected to after successfully signing the folder in the embedded signing view.
- Sign Decline URL
  URL for the landing page on your website/application, which the user will be redirected to if he declines to sign the folder in the embedded signing view.
- Sign Later URL
  URL for the landing page your website/application, which the user will be redirected to if he chooses to sign the folder later in the embedded signing view.
- Sign Error URL
  URL for the landing page your website/application, which the user will be redirected to if error comes during signing the folder in the embedded signing view.
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

How Foxit eSign + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate Foxit eSign and 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.

Connect apps

Connect Foxit eSign + Microsoft Dynamics 365 CRM

About Foxit eSign

Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.

Related categories

Signatures

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Related categories

Similar apps

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Foxit eSign + Microsoft Dynamics 365 CRM Integrations

How to connect Foxit eSign + Microsoft Dynamics 365 CRM

Connect your apps and automate workflows

Document Cancelled

Document Executed

Document Signed

Create Folder From Template

TemplateRequired

Folder Name

First NameRequired

Last NameRequired

EmailRequired

PermissionRequired

SequenceRequired

In Person Administrator Email

Allow Signer to Correct Name

Sender Email

Enable Signing Sequence

Send Now

Enable In Person Signing

Static Recipients

Static Documents

Send Success URL

Send Error URL

Sign Success URL

Sign Decline URL

Sign Later URL

Sign Error URL

New Contact

New Lead

New Opportunity

Create Account

Info

Create Lead

Info

Update Contact

Info

ContactRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Document Deleted

Document Sent

Document Viewed

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account