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Customize your BuildingConnected and Microsoft Dynamics 365 integration with the following
triggers and actions.
Triggers
When this happens…
BuildingConnected
- New or updated contactNew or updated contact in BuildingConnected
- Updated opportunity status in BidBoard Pro Real-timeUpdated opportunity status in BidBoard Pro
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…
BuildingConnected
- Custom actionCustom action in BuildingConnected
- Get bidder by IDGet bidder by ID
- Get bidders for a bid packageGet bidders for a bid package in BuildingConnected
- Get contact by IDGet contact by ID in BuildingConnected
- Get contactsGet contacts in BuildingConnected
- Get project by IDGet project by ID in BuildingConnected
- Get projectsGet projects in BuildingConnected
- Get qualification submissionGet qualification submission in BuildingConnected
- Get qualification formGet qualification form in BuildingConnected
- Get completed TradeTapp qualificationsGet completed TradeTapp qualifications in BuildingConnected
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
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