Build dedicated customer folders for new deals
When a deal reaches a new stage in Microsoft Dynamics 365, automatically create a dedicated folder in ezidox to organize contracts, briefs, and client collateral.
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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.
ezidox Explore ezidox →
TriggersFires when a new file is uploaded to ezidox.
Fires when a file in ezidox is shared with someone new.
Fires when a folder's contents change in ezidox.
Uploads a file to ezidox.
Creates a new folder in ezidox.
Shares a file from ezidox with a link or user.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More ezidox + Microsoft Dynamics 365 workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in ezidox, automatically log an activity note on the matching account in Microsoft Dynamics 365 so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in Microsoft Dynamics 365, automatically share the corresponding onboarding folder in ezidox with the customer success team.
See details
See all ezidox + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between ezidox and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches ezidox 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.
How does integrating ezidox with Microsoft Dynamics 365 streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in ezidox directly to deal records in Microsoft Dynamics 365, saving reps time and keeping files organized.
Can changes in customer details in Microsoft Dynamics 365 update our file storage in ezidox?
Yes, when deal stages change or leads are created in Microsoft Dynamics 365, project folders can be created or updated automatically in ezidox.