Docupilot + Microsoft Dynamics 365 CRM
Create documents in Docupilot for new contacts in Microsoft Dynamics 365 CRM
Save time and streamline your document generation process with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will automatically create a document in Docupilot with the contact details. Keep your records up-to-date and ensure consistent document formatting, so you can focus on building relationships with your new contacts.
Save time and streamline your document generation process with this automation. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will automatically create a document in Docupilot with the contact details. Keep your records up-to-date and ensure consistent document formatting, so you can focus on building relationships with your new contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document
Creates a new document from a specified template.
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