Do everything in one place
Customize your Microsoft Dynamics CRM and On-prem files integration with the following triggers and actions.
Triggers
When this happens…
Microsoft Dynamics CRM
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Deleted objectDeleted object in Microsoft Dynamics CRM
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New objectNew object in Microsoft Dynamics CRM
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New or updated object (batch)New or updated object (batch) in Microsoft Dynamics CRM
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New or updated objectNew or updated object in Microsoft Dynamics CRM
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New object Real-timeNew object in Microsoft Dynamics CRM
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Scheduled object searchScheduled object search in Microsoft Dynamics CRM
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New/updated object Real-timeNew/updated object in Microsoft Dynamics CRM
Any other trigger you can think up
On-prem files
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New CSV file in folder BatchNew CSV file in on-prem folder
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New lines in CSV file BatchNew batch of lines in on-prem CSV file
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New line in CSV fileNew line in on-prem CSV file
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New file in folderNew file in on-prem folder
Any other trigger you can think up
Actions
Do this…
Microsoft Dynamics CRM
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Custom actionCustom action in Microsoft Dynamics CRM (Custom)
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Close caseClose case in Microsoft Dynamics CRM
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Create objectCreate object in Microsoft Dynamics CRM
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Get object by IDGet object by ID in Microsoft Dynamics CRM
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Search objectsSearch objects in Microsoft Dynamics CRM
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Update objectUpdate object in Microsoft Dynamics CRM
Any other action you can think up
On-prem files
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Append line to CSV fileAppend a line to an on-prem CSV file
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Download fileDownload an on-prem file
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Generate on-prem file URLGenerate an on-prem file URL to be used in other connectors.
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List files in folderList all files in an on-prem folder
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Move fileMove an on-prem file to a different folder
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Rename fileRename an on-prem file
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Upload fileUpload a new file to an on-prem folder
Any other action you can think up
