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Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
PremiumDetails
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Presentation
Triggers when a new presentation is created.
Try ItTriggerPolling - ActionWrite
- Presentation Title
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
ActionWrite
- Signature ID
- Signed ByRequired
Try ItTriggerPolling- New Signature
Triggers when a new signature is created.
Try ItTriggerPolling - PresentationRequired
- Presentation Title
- Presentation Tags
- Extra Field 1
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Extra Field 5
ActionWrite- PresentationRequired
- Number of ReplacementsRequired
ActionWrite
For builders
Let your AI safely access Seidat
Go beyond Zap workflows. Install Zapier in your AI to call Seidat actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in Seidat from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose Seidat actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Seidat connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "seidat", owner: "me" });
await zapier.runAction({
app: 'seidat',
action: 'createSharedLink',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










