Create filled documents in PDFfiller from new Microsoft Dynamics opportunities

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
Create filled documents in PDFfiller from new Microsoft Dynamics opportunities
Microsoft Dynamics CRM integration logo

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.

What Is Zapier?

Get Help