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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

fynk + Microsoft Dynamics 365 CRM

fynk + Microsoft Dynamics 365 CRM

fynk + Microsoft Dynamics 365 CRM integrations

Send fynk agreements for signing for new or updated Microsoft Dynamics 365 CRM opportunities

Enterprise teams on Microsoft Dynamics 365 CRM can let the opportunity decide when paperwork goes out. Set up this Zap to streamline that work. Once it's active, each new update to the opportunity automatically creates an agreement in fynk, adds the customer as signer, and sends it.

Note: Add a filter for the stage that should send the agreement.

  1. When this happens...
    Updated Opportunity
    Updated Opportunity
    Updated OpportunityTriggers when an opportunity has been updated.
  2. automatically do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
  3. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  4. then do this!
    Move Document to Signing Stage
    Move Document to Signing Stage
    Move Document to Signing StageMove the status of a document to signing stage.
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More things you can do with Microsoft Dynamics 365 CRM and fynk

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and fynk

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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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.
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