Do everything in one place
Customize your Bigtincan and Microsoft Dynamics 365 integration with the following
triggers and actions.
Triggers
When this happens…
Bigtincan
- New form submissionNew form submission in Bigtincan
- New storyNew story in Bigtincan
Any other trigger you can think up
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…
Bigtincan
- Custom actionCustom action in Bigtincan (Custom)
- Create storyCreate story in Bigtincan
- Delete storyDelete story in Bigtincan
- Get form by IDGet form by ID in Bigtincan
- Get form data by ID BatchGet form data by ID in Bigtincan
- Get story by IDGet story by ID in Bigtincan
- List channels BatchList channels in Bigtincan
- List form categories BatchList form categories in Bigtincan
- List form fieldsList form fields in Bigtincan
- List forms BatchList forms in Bigtincan
- List stories BatchList stories in Bigtincan
- Update storyUpdate story in Bigtincan
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