Do everything in one place
Customize your Microsoft Dynamics 365 and Priority Software 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
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
Priority Software
- Search records using OData querySearch for records using OData query in Priority Software
- Batch create record BatchCreate records in batches in Priority Software
- Batch update record BatchUpdate records in batches in Priority Software
- Create recordCreate record in Priority Software
- Create relative entityCreate relative entity of entity in Priority Software
- Custom actionCustom action in Priority Software
- Delete recordDelete record in Priority Software
- Download fileDownload file from Priority Software
- Get relative entity detailsGet relative entity of object in Priority Software
- Get record details by IDGet details of specific record in Priority Software
- Search recordsSearch records in Priority Software
- Update recordUpdate record in Priority Software
- Update relative entityUpdate relative entity of entity in Priority Software
- Upload fileUpload file to Priority Software
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work