Microsoft Dynamics 365 CRM + SignWell Integrations

How to connect Microsoft Dynamics 365 CRM + SignWell

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled

New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled

Create Account
Creates a new account.
Action
Write

Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
SignWell
Triggers when a document has been completed.
Instant
Trigger
SignWell
Triggers when a document is sent.
Instant
Trigger
SignWell
Triggers when a signer view a document for the first time.
Instant
Trigger
SignWell
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Scheduled
Action

How Microsoft Dynamics 365 CRM + SignWell Integrations Work

Step 1: Authenticate Microsoft Dynamics 365 CRM and SignWell.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.