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Customize your Microsoft Dynamics Finance And Operations and Sign Request integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Microsoft Dynamics Finance And Operations
  • Create record
    Create record in Microsoft Dynamics Finance and Operations
  • Create records in batch
    Create records in batch in Microsoft Dynamics Finance and Operations
  • Custom action
    Custom action in Microsoft Dynamics Finance and Operations
  • Get record
    Get record in Microsoft Dynamics Finance and Operations
  • Search records
    Search records in Microsoft Dynamics Finance and Operations
  • Update record
    Update record in Microsoft Dynamics Finance and Operations
  • Any other action you can think up

Sign Request
  • Custom action
    Custom action in (Custom)
  • Create document
    Create document in SignRequest
  • Get document details by UUID
    Get Document in SignRequest
  • Get template details by UUID
    Get Template in SignRequest
  • Search documents
    Search documents in SignRequest
  • Search templates
    Search templates in SignRequest
  • Any other action you can think up

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