Do everything in one place
Customize your Microsoft Dynamics 365 and On-prem files integration with the following
triggers and actions.
Triggers
When this happens…
Microsoft Dynamics 365
- Export new recordsExport new records in Microsoft Dynamics 365
- Export new/updated recordsExport new/updated records in Microsoft Dynamics 365
- Deleted objectDeleted object in Microsoft Dynamics 365
- New objectNew object in Microsoft Dynamics 365
- New or updated object (batch) BatchNew or updated object (batch) in Microsoft Dynamics 365
- New or updated objectNew or updated object in Microsoft Dynamics 365
- New object Real-timeNew object in Microsoft Dynamics 365
- Scheduled object search BatchScheduled object search in Microsoft Dynamics 365
- New/updated object Real-timeNew/updated object in Microsoft Dynamics 365
Any other trigger you can think up
On-prem files
- New CSV file in folder BatchNew CSV file in on-prem folder
- New lines in CSV file BatchNew batch of lines in on-prem CSV file
- New line in CSV fileNew line in on-prem CSV file
- New file in folderNew file in on-prem folder
Any other trigger you can think up
Actions
Do this…
Microsoft Dynamics 365
- Custom actionCustom action in Microsoft Dynamics 365 (Custom)
- Close caseClose case in Microsoft Dynamics 365
- Create objectCreate object in Microsoft Dynamics 365
- Create object BatchCreate object in Microsoft Dynamics 365
- Get object by IDGet object by ID in Microsoft Dynamics 365
- Get object schemaGet object schema from Microsoft Dynamics 365
- Search objects BatchSearch objects in Microsoft Dynamics 365
- Update objectUpdate object in Microsoft Dynamics 365
- Update object BatchUpdate object in Microsoft Dynamics 365
Any other action you can think up
On-prem files
- Append line to CSV fileAppend a line to an on-prem CSV file
- Create folderCreate a new folder in a specified on-prem folder
- Delete fileDelete a file in an on-prem folder
- Delete folderDeletes an on-prem folder
- Download fileDownload an on-prem file
- Generate on-prem file URLGenerate an on-prem file URL to be used in other connectors.
- List files in folder BatchList all files in an on-prem folder
- Move fileMove an on-prem file to a different folder
- Rename fileRename an on-prem file
- Upload file (Legacy)Upload a new file to an on-prem folder
- Upload fileUpload a new file to an on-prem folder
Any other action you can think up
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