Microsoft Dynamics 365 CRM + ShareFile integrations
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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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More things you can do with Microsoft Dynamics 365 CRM and ShareFile
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and ShareFile
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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