Microsoft Dynamics 365 CRM + ShareFile
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.
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.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- 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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