When this happens...
Microsoft Dynamics CRM (For use with Dynamics version 8)New Contact
Then do this...
PDFfillerCreate Filled Document

Typing your contact’s information into business documents can take hours. Thinking of automating this time-consuming process? Set up this Zapier automation and eliminate this tedious task. Once you’ve added a new contact to your Microsoft Dynamics account, their information is seamlessly transferred to a new document in your PDFfiller account.

How this Microsoft Dynamics-PDFfiller integration works

  1. A new contact is created in Microsoft Dynamics CRM
  2. Zapier uses the new contact’s information to create a filled document in PDFfiller

Apps involved

  • Microsoft Dynamics
  • PDFfiller
Microsoft Dynamics CRM (For use with Dynamics version 8) is a Premium integration on Zapier.

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When this happens...
then do this!
New Contact

Triggered when a new contact is created within your Dynamics CRM instance.

Create Contact

Creates a new contact.

New Opportunity

Triggered when a new opportunity is created within your Dynamics CRM instance.

Create Lead

Creates a new lead.

New Lead

Triggered when a new lead is created within your Dynamics CRM instance.

Download Filled Form

Download a filled form as a file.

Signature Request Completed

Triggers when a signature request finalizes as completely signed or declined.

Create Filled Document

Create a new filled document based on an existing fillable document.

New Filled Form

Triggers when a form is filled out.

Download Document

Download a document as a file.

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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

PDFfiller is an online PDF editor, form builder and eSignature solution that makes it fast, easy and secure to manage your documents on any computer or mobile device.

See PDFfiller Integrations