Microsoft Dynamics 365 and Sendoso integrations and automations

Do everything in one place

Customize your Microsoft Dynamics 365 and Sendoso 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
  • 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

Sendoso
  • New User
    New User in Sendoso
  • Updated Send Analytics
    Updated Send Analytics in Sendoso

    • 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

Sendoso
  • Add User to Group
    Add User to Group in Sendoso
  • Create Group
    Create Group in Sendoso
  • Create Custom Template
    Create new Custom Template in Sendoso
  • Create Touch
    Create Touch in Sendoso
  • Create User
    Create User in Sendoso
  • Custom action
    Custom action in Sendoso
  • Delete Group
    Delete Group in Sendoso
  • Delete Touch
    Delete Touch in Sendoso
  • Delete User
    Delete User from Sendoso
  • Generate eGift Links
    Generate eGift Links in Sendoso
  • Get Send Analytics
    Get Send Analytics in Sendoso
  • Get Send Status
    Get Send Status in Sendoso
  • Get Custom Template
    Get Custom Template in Sendoso
  • Get Touch Details
    Get Touch Details in Sendoso
  • Get User
    Get User in Sendoso
  • List Active Touches
    List Active Touches in Sendoso
  • List Possible Gifts
    List all possible Gifts in Sendoso
  • List Group Members
    List Group Members in Sendoso
  • List Groups
    List Groups in Sendoso
  • List Sent Gifts
    List all sent Gifts in Sendoso
  • List Templates
    List Custom Templates in Sendoso
  • List Users
    List Users in Sendoso
  • Send Gift
    Send a Gift in Sendoso
  • Update an existing Touch
    Update an existing Touch in Sendoso

    • Any other action you can think up

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