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Customize your Microsoft Dynamics 365 and Percolate Sdk 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
Percolate Sdk
- Deleted object Real-timeDeleted object in Percolate
- New object Real-timeNew object in Percolate
- New or Updated object Real-timeNew or updated object in Percolate
Any other trigger you can think up
Actions
Do this…
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
Percolate Sdk
- Check content workflow stepCheck content workflow step in Percolate
- Copy assetCopy an asset in Percolate
- Create objectCreate a object in Percolate
- Custom actionCustom action in Percolate
- Get object details by IDGet object details by ID in Percolate
- Search objectsSearch for objects in Percolate
- Update objectUpdate a object in Percolate
- Update objects' production workflow stepUpdate an object's production workflow step in Percolate
- Upload assetUpload an asset in Percolate
Any other action you can think up
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