Create filled documents in PDFfiller from new Microsoft Dynamics contacts

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
Create filled documents in PDFfiller from new Microsoft Dynamics contacts
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Dynamics CRM is a leading customer resource management and enterprise resource planning software.

PDFfiller integration logo

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.

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