Knowify + Microsoft Dynamics 365 CRM

Create contract jobs in Knowify from new contacts in Microsoft Dynamics 365 CRM

Streamline your sales process by connecting Microsoft Dynamics 365 CRM and Knowify. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a contract job will be created in Knowify. This helps you efficiently manage your customer data and contract jobs, saving time and staying organized.

Streamline your sales process by connecting Microsoft Dynamics 365 CRM and Knowify. With this workflow, every time a new contact is added in Microsoft Dynamics 365 CRM, a contract job will be created in Knowify. This helps you efficiently manage your customer data and contract jobs, saving time and staying organized.

  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!
    KnowifyKnowify
    ActionWrite
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Supported triggers and actions

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About Knowify

Knowify is a job costing and project management platform for contractors.
Learn more

Related categories

  • Project Management
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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