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

Imagine that you don’t have to manually transfer information from your CRM to multiple agreements, contracts, price lists, etc. Moreover, you don’t even have to create these documents. Zapier makes this a reality. Set up this automation to easily fill your business documents using PDFfiller with information from new Microsoft Dynamics opportunities.

How this Microsoft Dynamics-PDFfiller integration works

  1. A new opportunity is created in Microsoft Dynamics
  2. Zapier uses the information from the new opportunity to create a filled document in PDFfiller

Apps involved

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

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It's easy to connect Microsoft Dynamics CRM (For use with Dynamics version 8) + PDFfiller and requires absolutely zero coding experience—the only limit is your own imagination.

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 a fillable template.

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