When supplier invoice controlled (export factures fourn. contrôlés) in Esabora, sync it to Microsoft Dynamics 365 CRM.
When controlled supplier invoices are exported from Esabora, update the account records in Microsoft Dynamics 365 CRM.
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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
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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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 “When supplier invoice controlled (export factures fourn. contrôlés) in Esabora, sync it to Microsoft Dynamics 365 CRM.” 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.