Microsoft Dynamics 365 and Process Street custom integrations and automations

Seamlessly connect Microsoft Dynamics 365 and Process Street custom. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

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

Process Street custom
  • Assign to a task
    Assign to a task in Process street public API
  • Assign to a workflow run
    Assign to a workflow run in Process street public API
  • Create a data set record
    Create a data set record in Process street public API
  • Create a Webhook
    Create a Webhook in Process street public API
  • Create a workflow run
    Create a workflow run in Process street public API
  • Delete a data set record
    Delete a data set record in Process street public API
  • Delete a Webhook
    Delete a Webhook in Process street public API
  • Delete a workflow run
    Delete a workflow run in Process street public API
  • Get a data set record
    Get a data set record in Process street public API
  • Get a task
    Get a task in Process street public API
  • Get a workflow run
    Get a workflow run in Process street public API
  • Import data set records
    Import data set records in Process street public API
  • List all approvals in a workflow run
    List all approvals in a workflow run in Process street public API
  • List all data set records
    List all data set records in Process street public API
  • List all data sets
    List all data sets in Process street public API
  • List all options for a form field
    List all options for a form field in Process street public API
  • List all form field values
    List all form field values in Process street public API
  • List all form field values in a task
    List all form field values in a task in Process street public API
  • List all form fields in a workflow
    List all form fields in a workflow in Process street public API
  • List all assignees in a task
    List all assignees in a task in Process street public API
  • Find tasks
    Find tasks in Process street public API
  • List all tasks in a workflow run
    List all tasks in a workflow run in Process street public API
  • List all users
    List all users in Process street public API
  • List all assignees in a workflow run
    List all assignees in a workflow run in Process street public API
  • Find workflow runs
    Find workflow runs in Process street public API
  • List all tasks in a workflow
    List all tasks in a workflow in Process street public API
  • Find workflows
    Find workflows in Process street public API
  • Test authentication
    Test authentication in Process street public API
  • Unassign from a task
    Unassign from a task in Process street public API
  • Unassign from a workflow run
    Unassign from a workflow run in Process street public API
  • Undelete a workflow run
    Undelete a workflow run in Process street public API
  • Update a data set record
    Update a data set record in Process street public API
  • Update multiple form field values
    Update multiple form field values in Process street public API
  • Update a task
    Update a task in Process street public API
  • Update a workflow run
    Update a workflow run in Process street public API
  • Upload a form field value
    Upload a form field value in Process street public API
  • Approve or reject tasks
    Approve or reject tasks in Process street public API

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation