Do everything in one place
Customize your Microsoft Dynamics 365 and Workato FileStorage 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
Workato FileStorage
- New CSV file Batch Real-timeNew CSV file in Workato FileStorage
- New file Real-timeNew file in Workato FileStorage
- New lines in CSV file Batch Real-timeNew CSV lines in file in Workato FileStorage
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
Workato FileStorage
- Append to fileAppend to file in Workato FileStorage
- Generate shareable file linkGenerate shareable file link in Workato FileStorage
- Delete directoryDelete directory in Workato FileStorage
- Delete fileDelete file in Workato FileStorage
- Create directoryCreate directory in Workato FileStorage
- Get file contentsGet file contents in Workato FileStorage
- Rename/move fileRename/move file in Workato FileStorage
- Search files BatchSearch files in Workato FileStorage
- Create fileCreate file in Workato FileStorage
Any other action you can think up
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