Esabora + Microsoft Dynamics 365 Integrations
Put Esabora + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Esabora and Microsoft Dynamics 365
See the kind of workflows teams build with Esabora and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Esabora + Microsoft Dynamics 365
When controlled supplier invoices are exported from Esabora, update the account records in Microsoft Dynamics 365 CRM.
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Generate and send contracts as deals advance
When a deal stage changes in Microsoft Dynamics 365, automatically populate a contract template in Esabora and send it to the client for signature.
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Sync meeting notes directly into sales logs
When a note is created or updated in Esabora, automatically append its contents to the corresponding contact or deal activity log in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with Esabora and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Esabora and Microsoft Dynamics 365
Everything Esabora and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Esabora Explore Esabora →
A business software solution designed for electrical and plumbing contractors to manage technical documents, estimates, and price catalogs.
TriggersTriggers when a new project is created or updated, and export data.
Triggers when customer information changes, and sends an Excel file containing customer data.
Triggers when a new order is ordered, and export data.
Triggers when an invoice is validated, exports the header data.
Triggers when a supplier invoice is controlled, and export data.
Triggers when a new hour is validated, and export data.
Create inspection request into Esabora with an Excel file
Create customers into Esabora with an Excel file
Create order into Esabora with an Excel file
Create supplier invoice checks in Esabora with an excel file or pdf/image invoice.
Create an external document into Esabora
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Esabora + Microsoft Dynamics 365
Is there a pre-built Esabora + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Esabora and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Esabora or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Esabora or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can moving a deal stage send a document for signature?
Yes, changing a deal stage in Microsoft Dynamics 365 can automatically create a document from a template in Esabora and dispatch it for signature.
How do document signature updates affect CRM deals?
When a document is sent for signature in Esabora, you can automatically update the deal stage or log activity in Microsoft Dynamics 365 to keep pipeline tracking current.