October 3, 2024
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Synchronise customers, projects and site addresses from Plenion with M-Files. Categorise documents easily for efficient project-related management.
Synchronise customers, projects and site addresses from Plenion with M-Files. Categorise documents easily for efficient project-related management.
Synchronise customers, projects, contacts and sales opportunities from Optedo with M-Files. Use data directly in workflows for efficient project management.
Automatically add NACEBEL structures based on the company number in M-Files. Simplify business data processing and classification.
Synchronise customers, suppliers, purchases and sales with M-Files. Streamline accounts receivable management and invoice approval for more efficient workflows.
Integrate M-Files with Dynamics CRM for customer document management. Tag and link documents to CRM objects such as accounts and leads for efficient management.
Integrate M-Files with Salesforce CRM to centralise your daily content. Instantly find documents, no matter where they are stored, for a seamless and comprehensive overview.
Synchronise entries, attachments, journals and more between Exact Online and M-Files for efficient integration and improved accounting workflows.
Read out Belgian eID cards and generate contact objects in M-Files. Automate contact management and reduce manual input.
Sign documents securely with Digidentity’s eSeal. Verify the origin and integrity of documents for extra security during document exchanges.
Automatically send emails to external contacts from M-Files. Use workflow triggers to facilitate the email process without manual intervention.
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