We are looking to integrate Dynamics 365 with DocuSign. We are hoping that we can plug DocuSign into Free Agent’s API.
Once we have a signed letter of engagement we want to achieve the following:
- Client details and accounts contact from LOE to set up a new client (what happens if client exists?)
- Project details from LOE to set up new project for new client
- Billing details from LOE to populate draft invoices in FA
- Details either from Docusign doc or from D365 to establish codes for timesheet entries on FA
Is this possible?