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Microsoft Dynamics 365 CRM + ShareFile

Microsoft Dynamics 365 CRM + ShareFile

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Folder
    Create Folder
    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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
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