Do everything in one place
Customize your Barista and Microsoft Dynamics 365 integration with the following
triggers and actions.
Triggers
When this happens…
Microsoft Dynamics 365
- Export new recordsExport new records in Microsoft Dynamics 365
- Export new/updated recordsExport new/updated records in Microsoft Dynamics 365
- Deleted objectDeleted object in Microsoft Dynamics 365
- New objectNew object in Microsoft Dynamics 365
- New or updated object (batch) BatchNew or updated object (batch) in Microsoft Dynamics 365
- New or updated objectNew or updated object in Microsoft Dynamics 365
- New object Real-timeNew object in Microsoft Dynamics 365
- Scheduled object search BatchScheduled object search in Microsoft Dynamics 365
- New/updated object Real-timeNew/updated object in Microsoft Dynamics 365
Any other trigger you can think up
Actions
Do this…
Barista
- Onboard EmployeeCreate Employee in 'Barista
- Post KBCreate KB in 'Barista
- Delete EmployeeDelete Employee in Barista
- Generate Integration TokenGenerate Integration Token in ' 'Barista
- Get All EmployeesGET All Employees from Barista
- Get All KBsGET All KBs from Barista
- Get Conversation from ChannelGET Conversation from Channel
- Get Employee by EmailSearch Employee in Barista
- Get Employee by IDSearch Employee in Barista
- Get Report9 by ESP FiltersGET Report9 Data in ' 'Barista
- Get TaskGet Task from ' 'Barista
- Get Task by Channel IDGet Task from ' 'Barista
- Parse CSV DataParse CSV Data in Barista
- Parse CSV Status CheckParse CSV Status Check in Barista
- Patch KBPatch KB in 'Barista
- Post Data To ChannelPost Data to Barista channel
- Post Sync IDsPost Sync IDs in Barista
- Search EmployeesSearch Employees in Barista
- Terminate EmployeeTerminate Employee in Barista
- Update Channel Live Agent Session ModePerforms a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Update EmployeeUpdate Employee in ' 'Barista
- Update Reference Number on TaskUpdate Reference Number in ' 'Barista Task
- Update Report9 DataUpdate Report9 Data in ' 'Barista
- Update TaskUpdate Task in ' 'Barista
- Update Task OwnerChange Owner on Tasks
- Update Task StatusChange Status on Tasks
- Update Task Live Agent Session ModePerforms a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Upload CSV file to baristaUpload CSV File to Barista
Any other action you can think up
Microsoft Dynamics 365
- Custom actionCustom action in Microsoft Dynamics 365 (Custom)
- Close caseClose case in Microsoft Dynamics 365
- Create objectCreate object in Microsoft Dynamics 365
- Create object BatchCreate object in Microsoft Dynamics 365
- Get object by IDGet object by ID in Microsoft Dynamics 365
- Get object schemaGet object schema from Microsoft Dynamics 365
- Search objects BatchSearch objects in Microsoft Dynamics 365
- Update objectUpdate object in Microsoft Dynamics 365
- Update object BatchUpdate object in Microsoft Dynamics 365
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work