Create filled documents in PDFfiller from new Microsoft Dynamics accounts

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
Create filled documents in PDFfiller from new Microsoft Dynamics accounts
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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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