Microsoft Dynamics 365 and Workato EDI integrations and automations

Seamlessly connect Microsoft Dynamics 365 and Workato EDI. 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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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

Workato EDI
  • New transactions in polling bucket Batch
    New transactions in polling bucket in Workato EDI

    • 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

Workato EDI
  • Custom action
    Custom action in Workato EDI (Custom)
  • Convert data format
    Convert data format in Workato EDI
  • Create record
    Create record in Workato EDI
  • Download a transaction file
    Download transaction file in Workato EDI
  • Generate label
    Generate label in Workato EDI
  • Get record
    Get record in Workato EDI
  • Search records Batch
    Search records in Workato EDI
  • Send a transaction file
    Send transaction file in Workato EDI

    • Any other action you can think up

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