Do everything in one place

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

Triggers

When this happens…

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

Sendoso
  • New User
    New User in Sendoso
  • Updated Send Analytics
    Updated Send Analytics in Sendoso
  • Any other trigger you can think up

Actions

Do this…

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

Sendoso
  • Add User to Group
    Add User to Group in Sendoso
  • Create Group
    Create Group in Sendoso
  • Create Custom Template
    Create new Custom Template in Sendoso
  • Create Touch
    Create Touch in Sendoso
  • Create User
    Create User in Sendoso
  • Custom action
    Custom action in Sendoso
  • Delete Group
    Delete Group in Sendoso
  • Delete Touch
    Delete Touch in Sendoso
  • Delete User
    Delete User from Sendoso
  • Generate eGift Links
    Generate eGift Links in Sendoso
  • Get Send Analytics
    Get Send Analytics in Sendoso
  • Get Send Status
    Get Send Status in Sendoso
  • Get Custom Template
    Get Custom Template in Sendoso
  • Get Touch Details
    Get Touch Details in Sendoso
  • Get User
    Get User in Sendoso
  • List Active Touches
    List Active Touches in Sendoso
  • List Possible Gifts
    List all possible Gifts in Sendoso
  • List Group Members
    List Group Members in Sendoso
  • List Groups
    List Groups in Sendoso
  • List Sent Gifts
    List all sent Gifts in Sendoso
  • List Templates
    List Custom Templates in Sendoso
  • List Users
    List Users in Sendoso
  • Send Gift
    Send a Gift in Sendoso
  • Update an existing Touch
    Update an existing Touch in Sendoso
  • Any other action you can think up

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