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Microsoft Dynamics 365 CRM + ShareFile

Microsoft Dynamics 365 CRM + ShareFile

Microsoft Dynamics 365 CRM + ShareFile integrations

Create ShareFile client users from new Microsoft Dynamics 365 CRM contacts

Streamline your client management process with this seamless workflow between Microsoft Dynamics 365 CRM and ShareFile. When you add a new contact in Dynamics 365 CRM, a client user will be created in ShareFile, saving you time and ensuring consistency across your platforms. Stay organized and enhance collaboration with this efficient automation.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Client User
    Create Client User
    Create Client UserCreates a ShareFile user with the given information.
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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
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    • 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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