Microsoft Dynamics 365 CRM + pdfFiller

Create new Microsoft Dynamics leads from filled forms in PDFfiller

You’ve hosted a fillable contact form on your website that quickly collects information concerning your leads. This information is securely stored in your PDFfiller account but there are more ways to automate your document workflow using this data. Set up Zapier automation to create new Microsoft Dynamics leads using the information from filled-in forms.

When this happens...
New Filled Form
Triggers when a form is filled out.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
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
- DocumentRequired
- Access
- Status
- Name Required
- Email Required
- Enforce Required Fields
- Allow To Download
- Redirect URL
- Custom Message
- Notification Emails
- Additional Documents
Action
Write
- DocumentRequired
- Expiration
Action
Write
- FileRequired
- Document NameRequired
- FolderRequired
Action
Write

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It

New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or 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
- Message
- Document nameRequired
- Document typeRequired
- Folder
Action
Search
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

About Microsoft Dynamics 365 CRM

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

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Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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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Related categories

Documents

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Microsoft Dynamics 365 CRM + pdfFiller

Create new Microsoft Dynamics leads from filled forms in PDFfiller

New Filled Form

Download Filled FormRequired

Filled Form Name

New Document

Document typeRequired

Folder

Create Distributable Form & Generate Shareable Link

DocumentRequired

Access

Status

Name Required

Email Required

Enforce Required Fields

Allow To Download

Redirect URL

Custom Message

Notification Emails

Additional Documents

Get Shareable Link for Document

DocumentRequired

Expiration

Upload Document

FileRequired

Document NameRequired

FolderRequired

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Document Copied

Base DocumentRequired

Download Filled DocumentRequired

Filled Document Name

Create Filled Document From Template

Message

Base DocumentRequired

FolderRequired

File Name

Download Document

DocumentRequired

Document Name

Move Document to Folder

DocumentRequired