Connect MyDocSafe and Microsoft Dynamics CRM
Integrate MyDocSafe with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when Document is Signed in Mydocsafe
Create Contact in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Create Opportunity in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Create Lead in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Create Case/Incident in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Popular MyDocSafe + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when Document is Signed in Mydocsafe
Use this flowCreate Contact in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Use this flowCreate Lead in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Use this flowCreate Order in Microsoft-dynamics-crm when Document is Signed in Mydocsafe
Use this flowCreate Account in Microsoft Dynamics CRM when Form is submitted in Mydocsafe
Use this flowCreate Contact in Microsoft-dynamics-crm when Form is submitted in Mydocsafe
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Form is submitted in Mydocsafe
Use this flowCreate Lead in Microsoft-dynamics-crm when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
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 MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
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 MyDocSafe and Microsoft Dynamics CRM workflows.
Learn how to automate MyDocSafe and Microsoft Dynamics CRM workflows.
Learn how to automate MyDocSafe and Microsoft Dynamics CRM workflows.
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About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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 MyDocSafe 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 MyDocSafe 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 MyDocSafe triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in MyDocSafe. 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 MyDocSafe 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 MyDocSafe 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.
