Do everything in one place
Customize your Microsoft Dynamics 365 and Pipefy 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
Pipefy
- New card Real-timeNew card in Pipefy
- Deleted card Real-timeDeleted card in Pipefy
- Card done Real-timeCard done in Pipefy
- Card expired Real-timeCard expired in Pipefy
- Updated card Real-timeUpdated card in Pipefy
- Card late Real-timeCard late in Pipefy
- Moved card Real-timeMoved card in Pipefy
- Card overdue Real-timeCard overdue in Pipefy
- New record Real-timeNew record in Pipefy
- Record done Real-timeRecord done in Pipefy
- Updated record Real-timeUpdated record in Pipefy
- Record overdue Real-timeRecord overdue in Pipefy
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
Pipefy
- Custom actionCustom action in Pipefy (Custom)
- Create cardCreate Card in Pipefy
- Create recordCreate a Database record in Pipefy
- Delete cardDelete card in Pipefy
- Delete recordDelete record in Pipefy
- Get a card by IDGet a card by ID in Pipefy
- Get cards by fieldGet cards by field in Pipefy
- Get cards by phaseGet cards by phase in Pipefy
- Get cards by titleGet cards by title in Pipefy
- Get a record by IDGet a record by ID in Pipefy
- Get recordsGet records in Pipefy
- Get records by fieldGet records by field in Pipefy
- Move cardMove card in Pipefy
- Update cardUpdate card in Pipefy
- Update recordUpdate record in Pipefy
Any other action you can think up
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