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Customize your Microsoft Dynamics Great Plains and Sign Request integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Microsoft Dynamics Great Plains
  • Apply document to invoice
    Apply document to invoice in Microsoft Dynamics GP
  • Create record
    Create record in Microsoft Dynamics GP
  • Create records in batches
    Create records in batches in Microsoft Dynamics GP
  • Custom action
    Custom action in Microsoft Dynamics GP
  • Get next document number
    Get next document number in Microsoft Dynamics GP
  • Search records using query
    Search records using query in Microsoft Dynamics GP
  • Update record
    Update record in Microsoft Dynamics GP
  • 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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