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Microsoft Dynamics 365 CRM + pdfFiller

Create Microsoft Dynamics contacts from new filled forms in PDFfiller

Are you looking for the most efficient way to transfer collected client data from your documents? Set up Zapier automation to easily create new contacts in Microsoft Dynamics using customer information from filled-in PDFfiller forms. Automate the entire workflow in your favorite CRM.

Are you looking for the most efficient way to transfer collected client data from your documents? Set up Zapier automation to easily create new contacts in Microsoft Dynamics using customer information from filled-in PDFfiller forms. Automate the entire workflow in your favorite CRM.

  1. When this happens...
    pdfFillerpdfFiller
    New Filled Form

    Triggers when a form is filled out.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Fill RequestRequired

    • Download Filled FormRequired

    • Filled Form Name

    Trigger
    Instant
    Try It
    • Document typeRequired

    • Folder

    Trigger
    Scheduled
    Try It
  • Action
    Write
    • DocumentRequired

    • Expiration

    Action
    Write
    • Base DocumentRequired

    • Download Filled DocumentRequired

    • Filled Document Name

    Trigger
    Instant
    Try It
    • Message

    • Base DocumentRequired

    • FolderRequired

    • File Name

    Action
    Write
    • DocumentRequired

    • Document Name

    Action
    Write
    • DocumentRequired

    • FolderRequired

    Action
    Write
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About pdfFiller

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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