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.
See all Esabora + Microsoft Dynamics 365 integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Esabora Explore Esabora →
TriggersFires when a new note or document is created in Esabora.
Fires when an existing note or document changes in Esabora.
Fires when a document in Esabora is sent out for signature.
Generates a new document in Esabora from a saved template.
Creates a note in Esabora or adds text to an existing one.
Converts a file in Esabora to PDF.
Sends a document from Esabora out for signature.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new lead or contact is created in Microsoft Dynamics 365.
Fires when a deal moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More Esabora + Microsoft Dynamics 365 workflows
Advance deal stages when contracts are sent out
When a document is sent for signature in Esabora, automatically update the matching deal stage in Microsoft Dynamics 365 to reflect ongoing negotiations.
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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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See all Esabora + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate and send contracts as deals advance” between Esabora and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches Esabora and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.