Connect eSignatures and Microsoft Dynamics CRM
Integrate eSignatures with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Microsoft-dynamics-crm when New Contract Signed in eSignatures
Create Contract in eSignatures when New Account in Microsoft-dynamics-crm
Withdraw Contract from eSignatures when New Account in Microsoft-dynamics-crm
Add Contract Signer to eSignatures when New Account in Microsoft-dynamics-crm
Update Contract Signer in eSignatures when New Account in Microsoft-dynamics-crm
Popular eSignatures + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Lead in Microsoft-dynamics-crm when New Contract Signed in eSignatures
Use this flowCreate Contract in eSignatures when New Account in Microsoft-dynamics-crm
Use this flowWithdraw Contract from eSignatures when New Account in Microsoft-dynamics-crm
Use this flowAdd Contract Signer to eSignatures when New Account in Microsoft-dynamics-crm
Use this flowUpdate Contract Signer in eSignatures when New Account in Microsoft-dynamics-crm
Use this flowDelete Contract Signer in eSignatures when New Account in Microsoft-dynamics-crm
Use this flowResend Signature Request via eSignatures when New Account in Microsoft-dynamics-crm
Use this flowGet Contract Placeholder Fields from eSignatures when New Account in Microsoft-dynamics-crm
Use this flowUpdate Contract Placeholder Fields in eSignatures when New Account in Microsoft-dynamics-crm
Use this flowGet Contract Content from eSignatures when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Fully Signed Contract
Runs when a contract is fully signed by all parties.
Signer Views Contract
Runs when signer views a contract. Select a contract or signer to filter.
New Contract Sent to Signer
Runs when new contract is sent to a signer.
New Contract Signed
Runs when new contract is signed.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
Do thisActions
Action is the task that follows automatically within your eSignatures integrations.
Create Contract
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraw Contract
Withdraws a contract so it can no longer be signed.
Add Contract Signer
Adds a new signer to an existing contract.
Update Contract Signer
Updates an existing signer on a contract.
Delete Contract Signer
Removes a signer from a contract.
Resend Signature Request
Resend a contract's signature request to a selected signer.
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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Learn how to automate eSignatures and Microsoft Dynamics CRM workflows.
Learn how to automate eSignatures and Microsoft Dynamics CRM workflows.
Learn how to automate eSignatures and Microsoft Dynamics CRM workflows.
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About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
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 eSignatures 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 eSignatures 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 eSignatures triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in eSignatures. 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 eSignatures 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 eSignatures 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.
