Create documents and send free form invites in SignNow for new contacts in Microsoft Dynamics 365 CRM
Speed up your document signing process and streamline your workflow with this Microsoft Dynamics 365 CRM and SignNow automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a document will be created from a template and a free form invite will be sent for signature through SignNow. This ensures that your important documents are sent out promptly, making it easier to manage contracts, agreements, and other essential paperwork.
Speed up your document signing process and streamline your workflow with this Microsoft Dynamics 365 CRM and SignNow automation. Whenever a new contact is added in Microsoft Dynamics 365 CRM, a document will be created from a template and a free form invite will be sent for signature through SignNow. This ensures that your important documents are sent out promptly, making it easier to manage contracts, agreements, and other essential paperwork.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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