Create Nusii Proposals clients from updated Microsoft Dynamics 365 CRM contacts
Effortlessly maintain up-to-date client information with this integration. When a contact is updated in Microsoft Dynamics 365 CRM, a new client is created in Nusii Proposals, ensuring your proposal records stay in sync with your CRM data. Say goodbye to manual updates and save valuable time with this seamless workflow.
Effortlessly maintain up-to-date client information with this integration. When a contact is updated in Microsoft Dynamics 365 CRM, a new client is created in Nusii Proposals, ensuring your proposal records stay in sync with your CRM data. Say goodbye to manual updates and save valuable time with this seamless workflow.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Client
Creates a new client.
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