Send Slate to MS Dynamics 365 Contact

The Send a Slate to MS Dynamics 365 Contact Bot emails Slate documents to specific MS Dynamics 365 contacts when certain conditions are met.

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  • Used in 56 Flows
  • Used in 17 Workspaces
  • Installed 372 times in the last 30 days
  • 100% success rate

The Send a Slate to MS Dynamics 365 Contact Bot emails Slate documents to specific MS Dynamics 365 contacts when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Send a Slate to MS Dynamics 365 Contact Bot when you need to automate the process of sending out Slate documents to specific people in MS Dynamics 365. For example, the Bot can be used to automatically send generated sales orders to your clients from MS Dynamics 365 contacts.
What the Bot does Sends an email with the link to a Slate document to the MS Dynamics 365 contact of your choosing.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, the MS Dynamics 365 contact will receive an email with a link to the Slate document for signing and completion.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When the date is equal to a specific month or day of the week

Requirements

To install the Send Slate to MS Dynamics 365 Contact, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Send Slate to MS Dynamics 365 Contact to automate workflows

The Send a Slate to MS Dynamics 365 Contact Bot

airSlate is a powerful platform for business automation with no-code integrations with the services you already use. If you’re an active MS Dynamics 365 user, you can significantly improve your Dynamics workflow with airSlate’s Send a Slate to MS Dynamics 365 Contact Bot.

With this software robot, you will be able to send documents to a recipient in MS Dynamics 365 asking them to sign the document or enter data into a form. In Microsoft Dynamics 365. The chosen recipient will get an email with the link to the document that needs to be signed or completed.

The best thing is that the entire process is automated. All you need to do is configure the Bot and set the conditions for when the Bot will act. Then your recipient will enter data into a form in Microsoft Dynamics 365 and you’ll get notified that your document is ready.

Automate your business processes and:

  • Save time by eliminating repetitive tasks that used to require manual labor
  • Improve teamwork and productivity by collaborating on projects in a single Workspace
  • Enhance data accuracy and security
  • Streamline sales process and get more revenue

There is no need to manually enter data into a form in Microsoft Dynamics 365. With airSlate, all workflows inside CRMs can be optimized. Try it out for free!

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