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DocuSign Microsoft Dynamics CRM Integration

With Appy Pie Automate, you can save time by combining DocuSign Integration with Microsoft Dynamics CRM Integration in one workflow.

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Simplify DocuSign Microsoft Dynamics CRM Integration with seamless setup

Easily set up DocuSign Microsoft Dynamics CRM Integration without coding. Start automating your workflows and Integrate DocuSign with Microsoft Dynamics CRM today.

View all (18) Triggers (8) Actions (10)
  • DocuSign

    New/Update Envelope

    Trigger when a status of the envelope changed.

  • Microsoft Dynamics CRM

    New Account

    Triggers when a new account is created.

  • Microsoft Dynamics CRM

    New Case

    Triggers when a new case is created.

  • Microsoft Dynamics CRM

    New Contact

    Triggers when a new contact is created.

  • Microsoft Dynamics CRM

    New Invoice

    Triggers when a new invoice is created.

  • Microsoft Dynamics CRM

    New Lead

    Triggers when a new lead is created.

  • Microsoft Dynamics CRM

    New Task

    Triggers when a new task is created.

  • Microsoft Dynamics CRM

    Updated Lead

    Triggers when a lead is updated.

  • DocuSign

    Create Signature Request

    Create Signature Request

  • DocuSign

    Send Envelope

    Send Envelope

  • Microsoft Dynamics CRM

    Create Account

    Creates a new account.

  • Microsoft Dynamics CRM

    Create Case

    Creates a new case.

  • Microsoft Dynamics CRM

    Create Contact

    Creates a new contact.

  • Microsoft Dynamics CRM

    Create Lead

    Creates a new lead.

  • Microsoft Dynamics CRM

    Create Note

    Create Note

  • Microsoft Dynamics CRM

    Create Opportunity

    Creates a new Opportunity.

  • Microsoft Dynamics CRM

    Update Case

    Updates an existing case.

  • Microsoft Dynamics CRM

    Update Task

    Updates an existing task

Integrate DocuSign with Microsoft Dynamics CRM

How DocuSign and Microsoft Dynamics CRM Integrations Work

Follow the steps below to start setting up your DocuSign integrations using Appy Pie Automate:

Trigger Details

  • DocuSign Integration
    Trigger application: DocuSign
  • DocuSign Integration
    Add Trigger Event:

Action Details

  • Microsoft Dynamics CRM Integration
    Trigger application: Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Integration
    Add Action Event:

  1. Step 1: Select Trigger

    Choose DocuSign as the trigger app, select the desired event, authenticate your account, and successfully run a test.

  2. Step 2: Select Action

    After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list to continue your workflow automation flow.

  3. Step 3: Authenticate

    Connect your Microsoft Dynamics CRM account & authenticate it. This ensures the integration works seamlessly.

  4. Step 4: Setup & Test

    Choose the data you want to send from DocuSign to Microsoft Dynamics CRM, run a final test, and your AI workflow automation is ready!

DocuSign and Microsoft Dynamics CRM Integration

Choose the app you want to Integrate with DocuSign

Choose the app you want to Integrate with Microsoft Dynamics CRM

View All Integrations

Popular Templates for DocuSign and Microsoft Dynamics CRM Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • DocuSign Integration
  • Microsoft Dynamics CRM Integration

Create Account to Microsoft Dynamics CRM from New Update Envelope in DocuSign

  1. When this happens:

    New Update Envelope

  2. Then do this:

    Create Account

Use template for free
  • DocuSign Integration
  • Microsoft Dynamics CRM Integration

Create Case to Microsoft Dynamics CRM from New Update Envelope in DocuSign

  1. When this happens:

    New Update Envelope

  2. Then do this:

    Create Case

Use template for free
  • DocuSign Integration
  • Microsoft Dynamics CRM Integration

Create Contact to Microsoft Dynamics CRM from New Update Envelope in DocuSign

  1. When this happens:

    New Update Envelope

  2. Then do this:

    Create Contact

Use template for free
  • DocuSign Integration
  • Microsoft Dynamics CRM Integration

Create Lead to Microsoft Dynamics CRM from New Update Envelope in DocuSign

  1. When this happens:

    New Update Envelope

  2. Then do this:

    Create Lead

Use template for free
  • DocuSign Integration
  • Microsoft Dynamics CRM Integration

Create Note to Microsoft Dynamics CRM from New Update Envelope in DocuSign

  1. When this happens:

    New Update Envelope

  2. Then do this:

    Create Note

Use template for free

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Page reviewed by Abhinav Girdhar  | Last Updated on March 1, 2026, 2:45 pm
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