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Customize your Maxio and Microsoft Dynamics 365 integration with the following triggers and actions.

Triggers

When this happens…

Maxio
  • New customer
    New customer in Maxio
  • New site event
    New site event in Maxio
  • New subscription
    New subscription in Maxio
  • Any other trigger you can think up

Microsoft Dynamics 365
  • Export new records
    Export new records in Microsoft Dynamics 365
  • Export new/updated records
    Export new/updated records in Microsoft Dynamics 365
  • Deleted object
    Deleted object in Microsoft Dynamics 365
  • New object
    New object in Microsoft Dynamics 365
  • New or updated object (batch) Batch
    New or updated object (batch) in Microsoft Dynamics 365
  • New or updated object
    New or updated object in Microsoft Dynamics 365
  • New object Real-time
    New object in Microsoft Dynamics 365
  • Scheduled object search Batch
    Scheduled object search in Microsoft Dynamics 365
  • New/updated object Real-time
    New/updated object in Microsoft Dynamics 365
  • Any other trigger you can think up

Actions

Do this…

Maxio
  • Custom action
    Custom action in Maxio (Custom)
  • Create charge
    Create charge in Maxio
  • Create subscription
    Create subscription in Maxio
  • Get customer details by ID
    Get customer details from Maxio
  • Get product details by ID
    Get product details from Maxio
  • Get subscription details by ID
    Get subscription details from Maxio
  • Get transaction details by ID
    Get transaction details from Maxio
  • Search customer by reference
    Search customer by reference from Maxio
  • Any other action you can think up

Microsoft Dynamics 365
  • Custom action
    Custom action in Microsoft Dynamics 365 (Custom)
  • Close case
    Close case in Microsoft Dynamics 365
  • Create object
    Create object in Microsoft Dynamics 365
  • Create object Batch
    Create object in Microsoft Dynamics 365
  • Get object by ID
    Get object by ID in Microsoft Dynamics 365
  • Get object schema
    Get object schema from Microsoft Dynamics 365
  • Search objects Batch
    Search objects in Microsoft Dynamics 365
  • Update object
    Update object in Microsoft Dynamics 365
  • Update object Batch
    Update object in Microsoft Dynamics 365
  • Any other action you can think up

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