Microsoft Dynamics 365 and SmartCOMM integrations and automations

Seamlessly connect Microsoft Dynamics 365 and SmartCOMM. 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

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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

SmartCOMM
  • Job
    Creates a single triggers when a job is created in SmartCOMM.

    • 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

SmartCOMM
  • Create Bundle
    Creates a bundle by closing the specified spool.
  • Generate Document
    Generates a document using specified data and template.
  • Get Bundle Details
    Retrieves a bundle's details and optionally any associated bins.
  • Get Job Detail
    Returns the details of a job.
  • Get Spool Details
    Retrieves details for a specific spool.
  • List Bundles
    Retrieves a list of bundles from a specified spool.
  • List Jobs
    Returns the jobs in the system matching specified criteria.
  • List Spools
    Retrieves a list of spools with sorting and pagination.
  • Submit Job
    Submits a job for processing.

    • Any other action you can think up

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