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Microsoft Dynamics 365 CRM + ShareFile

Microsoft Dynamics 365 CRM + ShareFile

Microsoft Dynamics 365 CRM + ShareFile integrations

Update contacts in Microsoft Dynamics 365 CRM and create folders in ShareFile

Maintain an organized system in your ShareFile folders whenever a contact is updated in your Microsoft Dynamics 365 CRM. With this workflow, a new folder will be created in ShareFile each time a contact is modified in Microsoft Dynamics 365 CRM, ensuring your files and folders consistently reflect the latest contact details. Keep your digital environment neat and save time for more pressing tasks with this streamline integration.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  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
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    • 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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