Microsoft Dynamics 365 and Talkdesk integrations and automations

Seamlessly connect Microsoft Dynamics 365 and Talkdesk. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

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
  • Monitor changes in entities
    Monitor all changes in entities in Microsoft Dynamics 365
  • Monitor changes in entities Batch
    Monitor all changes in entities 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

Talkdesk
  • New Contact is Created Real-time
    New Contact is Created in Talkdesk
  • Inbound Call reaches Contact Center Real-time
    An Inbound Call Reaches Contact Center
  • OutBound Call Ends Real-time
    OutBound Call Ends in Talkdesk

    • 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

Talkdesk
  • Custom action
    Custom action in Talkdesk Connector (Custom)
  • Create Callback
    Create Callback in Talkdesk
  • Create subscription
    Create subscription in Talkdesk
  • Create User
    Create a new user in Talkdesk
  • Download report
    Download report in Talkdesk
  • Get Contact by ID
    Get Contact by ID in Talkdesk
  • Get subscription
    Get subscription in Talkdesk
  • Get user by email
    Get User by email in Talkdesk
  • List queries
    List queries in Talkdesk
  • Update subscription
    Update subscription in Talkdesk

    • Any other action you can think up

One platform

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