Connect ERP Docs and Microsoft Dynamics CRM
Integrate ERP Docs with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when New Account in Microsoft-dynamics-crm
Create Document from Template in ERP Docs when New Account in Microsoft-dynamics-crm
List Workspaces in ERP Docs when New Account in Microsoft-dynamics-crm
List Brand Profiles from ERP Docs when New Account in Microsoft-dynamics-crm
Create Brand Profile in ERP Docs when New Account in Microsoft-dynamics-crm
Popular ERP Docs + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
List Templates from ERP Docs when New Account in Microsoft-dynamics-crm
Use this flowCreate Document from Template in ERP Docs when New Account in Microsoft-dynamics-crm
Use this flowList Workspaces in ERP Docs when New Account in Microsoft-dynamics-crm
Use this flowList Brand Profiles from ERP Docs when New Account in Microsoft-dynamics-crm
Use this flowCreate Brand Profile in ERP Docs when New Account in Microsoft-dynamics-crm
Use this flowList Templates from ERP Docs when New Contact in Microsoft-dynamics-crm
Use this flowCreate Document from Template in ERP Docs when New Contact in Microsoft-dynamics-crm
Use this flowList Workspaces in ERP Docs when New Contact in Microsoft-dynamics-crm
Use this flowList Brand Profiles from ERP Docs when New Contact in Microsoft-dynamics-crm
Use this flowCreate Brand Profile in ERP Docs when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
List Templates
List all templates or fetch a specific template by ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Create Account
Creates a new account
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ERP Docs and Microsoft Dynamics CRM workflows.
Learn how to automate ERP Docs and Microsoft Dynamics CRM workflows.
Learn how to automate ERP Docs and Microsoft Dynamics CRM workflows.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
