Docspo + Microsoft Dynamics 365 CRM

Create clients in Docspo from new contacts in Microsoft Dynamics 365 CRM

Effortlessly maintain your client records in sync between Microsoft Dynamics 365 CRM and Docspo with this powerful automation. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this workflow will automatically create a client in Docspo, ensuring your data stays up-to-date and organized across both platforms. Simplify your client management process and save valuable time on manual data entry tasks.

Effortlessly maintain your client records in sync between Microsoft Dynamics 365 CRM and Docspo with this powerful automation. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this workflow will automatically create a client in Docspo, ensuring your data stays up-to-date and organized across both platforms. Simplify your client management process and save valuable time on manual data entry tasks.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    DocspoDocspo
    Create Client

    Creates a new client

    ActionWrite
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Supported triggers and actions

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About Docspo

Send beautiful documents for eSignature.

Related categories

  • Signatures
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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