Automation
P
Rivion + Power Automate
Microsoft's automation platform for connecting CRM to Office 365 ecosystem.
Connect Power AutomateWhat you get
Office 365 integration
Automated approvals
Document generation
SharePoint sync
How to connect
1
Sign up for Rivion
Create your free account at crm.rivion.ai
2
Connect Power Automate
Go to Settings → Integrations → Power Automate and authorize.
3
Configure & go
Set preferences and you're live.