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Salesforce

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ServiceNow

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Google Sheets

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Airtable

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Monday

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HubSpot CRM

Zendesk Sell

Smartsheet

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ConnectWise

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Zoho CRM

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Trello

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Workfront

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Pegasystems

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Pipedrive

Wrike

Raider's Edge NXT

Raiser's Edge NXT

Bluebeam Revu

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Copper

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Mindbody

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SugarCRM

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Add custom field to project

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

Add project to portfolio

Add tag to task

Add task to project

Add task to section

Copy all tasks from one project to another, including those that are marked completed and archived in the source.

Copy all tasks

Create custom field

Create portfolio

Create project

Create project section

Create subtask

Add a comment to a task. Comments will appear in the Asana UI to be from the Asana user connected with your tray account.

Create task comment

Delete custom field

Delete portfolio

Delete project

Delete section

Delete task

Download task attachments hosted on Asana. Maximum total size of attachments is 500MB.

Download attachments

Get the full record for a single attachment.

Get attachment

Return all metadata for a specified custom field.

Get custom field

Get portfolio

Get project

Get task

Get team

Get user

Get user by email

Get workspace

List colors DDL

Get a list of all of the teams in an organization workspace.

List organization teams

Return a list of all projects in a portfolio.

List portfolio projects

List portfolios

List portfolios DDL

Retrieve a list of all of the custom fields settings on a project.

List project custom field settings

Get a list of all of the sections in a given project.

List project sections

Get a list of all the tasks in a project.

List project tasks

Return the compact section records for all tasks within the given section.

List section tasks

Retrieve a list of all attachments on the task.

List task attachments

List task custom fields DDL

Retrieve a list of all tasks custom fields for a single project.

List task custom fields for project

Retrieve a list of all tasks custom fields for multiple projects.

List task custom fields for projects

List task custom fields from projects DDL

List task custom fields from task ID DDL

Return a list of all the other tasks that a specified task is dependent on.

List task dependencies

List task dependents

Get a list of all of the stories on a task, including comments, and other actions.

List task stories

List task subtasks

List tasks

Get a list of all of the users part of the team.

List team members

Retrieve a list of all the projects you can access in your account.

List workspace projects

List workspace projects DDL

List workspace projects without team DDL

Retrieve a list of tags from a workspace.

List workspace tags

Retrieve a list of tasks from a workspace.

List workspace tasks

Retrieve a list of all users in a workspace.

List workspace users

List workspace users DDL

Retrieve a list of all the workspaces you can access in your account.

List workspaces

List workspaces DDL

Project exists?

Remove custom field from portfolio

Remove each of the specified followers from the task if they are following. Returns the complete, updated record for the affected task.

Remove followers from a task

Remove members from a project

Remove members from portfolio

Asana

Microsoft Dynamics 365 and Asana integration + automation

Popular Microsoft Dynamics 365 and Asana integrations

Microsoft Dynamics 365 and Asana Connector Details

Microsoft Dynamics 365

Asana

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Similar connectors to Microsoft Dynamics 365 and Asana

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