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

Microsoft Dynamics accounts contain your corporate partners’ most relevant and important information. Use this Zapier automation to automatically pre-fill your business documents with your partners’ data. Once you’ve created a new account in Microsoft Dynamics CRM, Zapier transfers this data to a new document in PDFfiller. Streamline your document workflow and close more deals.

How this Microsoft Dynamics-PDFfiller integration works

  1. A new account is created in Microsoft Dynamics
  2. Zapier creates a document in PDFfiller and fills it out with the new account’s data

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 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.

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