Microsoft Dynamics 365 CRM + Oneflow

Create Oneflow contracts for new Microsoft Dynamics 365 CRM contacts

Streamline your contract management process by connecting Microsoft Dynamics 365 CRM and Oneflow. This workflow is initiated when a new contact is added to your Microsoft Dynamics 365 CRM, and it creates a new contract in Oneflow in response. Save valuable time and focus on more important tasks while this automation seamlessly transfers essential data from your CRM to your contract management tool.

Streamline your contract management process by connecting Microsoft Dynamics 365 CRM and Oneflow. This workflow is initiated when a new contact is added to your Microsoft Dynamics 365 CRM, and it creates a new contract in Oneflow in response. Save valuable time and focus on more important tasks while this automation seamlessly transfers essential data from your CRM to your contract management tool.

  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!
    OneflowOneflow
    Create Contract

    Create a new Oneflow contract

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

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

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
oneflow logo
oneflow logo

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.
Learn more

Related categories

  • Signatures