Microsoft Dynamics 365 CRM + ShareFile
Create folders in ShareFile for new contacts in Microsoft Dynamics 365 CRM
Easily organize your client files with this automation between Microsoft Dynamics 365 CRM and ShareFile. Once a new contact is created in Microsoft Dynamics 365 CRM, a folder will be created in ShareFile to store all related documents. This simple workflow ensures consistent folder structures for your contacts, allowing you to find and access files quickly.
Easily organize your client files with this automation between Microsoft Dynamics 365 CRM and ShareFile. Once a new contact is created in Microsoft Dynamics 365 CRM, a folder will be created in ShareFile to store all related documents. This simple workflow ensures consistent folder structures for your contacts, allowing you to find and access files quickly.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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