Microsoft Dynamics 365 and Omie 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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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
  • Monitor changes in entities
    Monitor all changes in entities in Microsoft Dynamics 365
  • Monitor changes in entities Batch
    Monitor all changes in entities 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

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

Omie
  • Alterar Cliente
    Modifica os dados de um cliente cadastrado no Omie
  • Cadastrar Cliente
    Adiciona um novo cliente no Omie
  • Excluir Item do Contrato
    Remove itens específicos de um contrato cadastrado no Omie
  • Faturar Ordem de Serviço
    Faturar uma ordem de serviço em Omie
  • Incluir Conta a Pagar
    Adiciona um novo lançamento de contas a pagar no Omie.
  • Incluir Contrato de Serviço
    Cria um contrato de prestação de serviço no Omie
  • Incluir Ordem de Serviço
    Adiciona uma nova ordem de serviço no Omie
  • Listar Clientes
    Busca clientes do Omie com filtros opcionais
  • Listar Movimentos Financeiros
    Busca lançamentos financeiros do Omie aplicando filtros opcionais

    • Any other action you can think up

Workato의 놀라운 기능

  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

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