Update documents in lexoffice for bookkeeping when contacts are updated in Microsoft Dynamics 365 CRM
Keep your bookkeeping updated effortlessly with this Microsoft Dynamics 365 CRM and lexoffice integration. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will upload the necessary documents for bookkeeping purposes to your lexoffice account. Stay organized and save time with this seamless automation solution.
Keep your bookkeeping updated effortlessly with this Microsoft Dynamics 365 CRM and lexoffice integration. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will upload the necessary documents for bookkeeping purposes to your lexoffice account. Stay organized and save time with this seamless automation solution.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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