Filestage + Microsoft Dynamics 365 CRM Integration

Connect Filestage to Microsoft Dynamics 365 CRM in 1 click

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Popular Filestage + Microsoft Dynamics 365 CRM Workflows

Create Filestage folder for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM + Filestage Integration

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File is created in Filestage
File is approved in Filestage
Review decision is submitted in Filestage
Project is created in Filestage
Step is created in Filestage
Contact is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM

Create project in Filestage
Upload file in Filestage
Create step in Filestage
Add reviewer to step in Filestage
Create comment in Filestage
Archive/Unarchive project in Filestage
Move file to step in Filestage
Create folder in Filestage
Search comment by file in Filestage
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM

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Integrate Filestage & Microsoft Dynamics 365 CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Filestage & Microsoft Dynamics 365 CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Filestage & Microsoft Dynamics 365 CRM With 1100+ Other Apps

Say goodbye to sluggish email-based file sharing. Filestage organizes all files in a central location for all users to access and easily track changes across multiple versions.

See Filestage Integrations

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations