Do everything in one place

Customize your Microsoft Dynamics 365 and Workbot for Workplace integration with the following triggers and actions.

Triggers

When this happens…

Microsoft Dynamics 365
  • Export new records
    Export new records in Microsoft Dynamics 365
  • Export new/updated records
    Export new/updated records in Microsoft Dynamics 365
  • Deleted object
    Deleted object in Microsoft Dynamics 365
  • New object
    New object in Microsoft Dynamics 365
  • New or updated object (batch) Batch
    New or updated object (batch) in Microsoft Dynamics 365
  • New or updated object
    New or updated object in Microsoft Dynamics 365
  • New object Real-time
    New object in Microsoft Dynamics 365
  • Scheduled object search Batch
    Scheduled object search in Microsoft Dynamics 365
  • New/updated object Real-time
    New/updated object in Microsoft Dynamics 365
  • Any other trigger you can think up

Workbot for Workplace
  • New command Real-time
    New command to Workbot for Workplace
  • Any other trigger you can think up

Actions

Do this…

Microsoft Dynamics 365
  • Custom action
    Custom action in Microsoft Dynamics 365 (Custom)
  • Close case
    Close case in Microsoft Dynamics 365
  • Create object
    Create object in Microsoft Dynamics 365
  • Create object Batch
    Create object in Microsoft Dynamics 365
  • Get object by ID
    Get object by ID in Microsoft Dynamics 365
  • Get object schema
    Get object schema from Microsoft Dynamics 365
  • Search objects Batch
    Search objects in Microsoft Dynamics 365
  • Update object
    Update object in Microsoft Dynamics 365
  • Update object Batch
    Update object in Microsoft Dynamics 365
  • Any other action you can think up

Workbot for Workplace
  • Custom action
    Custom action in Workbot for Workplace (Custom)
  • Post attachment
    Post attachment as Workbot
  • Post message
    Post message as Workplace Workbot
  • Post reply
    Post reply as Workplace Workbot
  • Post simple message
    Post simple message as Workplace Workbot
  • Post simple reply
    Post simple reply as Workplace Workbot
  • 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
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  • Build bots. Put them to work

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  • mgm
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