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Customize your Microsoft Dynamics CRM and Workato Track integration with the following triggers and actions.

Triggers

When this happens…

Microsoft Dynamics CRM
  • Deleted object
    Deleted object in Microsoft Dynamics CRM
  • New object
    New object in Microsoft Dynamics CRM
  • New or updated object (batch)
    New or updated object (batch) in Microsoft Dynamics CRM
  • New or updated object
    New or updated object in Microsoft Dynamics CRM
  • New object Real-time
    New object in Microsoft Dynamics CRM
  • Scheduled object search
    Scheduled object search in Microsoft Dynamics CRM
  • New/updated object Real-time
    New/updated object in Microsoft Dynamics CRM
  • Any other trigger you can think up

Actions

Do this…

Microsoft Dynamics CRM
  • Custom action
    Custom action in Microsoft Dynamics CRM (Custom)
  • Close case
    Close case in Microsoft Dynamics CRM
  • Create object
    Create object in Microsoft Dynamics CRM
  • Get object by ID
    Get object by ID in Microsoft Dynamics CRM
  • Search objects
    Search objects in Microsoft Dynamics CRM
  • Update object
    Update object in Microsoft Dynamics CRM
  • Any other action you can think up

Workato Track
  • Send event
    Send event to Workato Track
  • Any other action you can think up

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