Connect Signable and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Send Envelope
Add Contact
Cancel Envelope
Envelope Opened
Envelope Signed
Envelope Reject
Envelope Bounced
Template Create
Envelope Complete
Envelope Sent
Envelope Failed
Widget Signed
Widget Signer Verified
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
Envelope Signed
Triggers when an envelope is signed.
Envelope Reject
Triggers when envelope is rejected
Do thisActions
Action is the task that follows automatically within your Signable integrations.
Send an Envelope using a Template
Send an Envelope using a Template.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
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Frequently Asked Questions
To start, connect both your Signable and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Signable triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Signable data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Signable and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Signable and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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