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Salesforce

Microsoft Teams

Microsoft Sharepoint

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ServiceNow

Jira

Notion

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HubSpot CRM

Zendesk Sell

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Zoom

Microsoft Office 365 Outlook.com

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ConnectWise

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Zoho CRM

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Pegasystems

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Google Cloud

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Pipedrive

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Microsoft Live Outlook

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Cisco Webex

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Raiser's Edge NXT

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Cisco Jabber

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Copper

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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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create a public or private channel-based conversation.

Create conversation

Pin a message, file, or file comment to a channel.

Create pin

Delete a pending scheduled message from the queue.

Delete scheduled message

Given a piece of text (e.g. an Account name in Salesforce), generate a Slack friendly channel name in the format "my-channel-name". You can then pass this directly to the "Create Channel" operation.

Generate channel name

Retrieve information about a conversation.

Get conversation info

Get details of a user in your Slack channel, using their unique ID.

Get user

Get user by email

Invite a user to a conversation in your Slack account. The calling user must be a member of the channel.

Invite user to conversation

Remove yourself (the authenticated user) from a conversation.

Leave conversation

List of all channel-like conversations in a workspace.

List conversations

List conversations DDL

List conversations non archived DDL

List filetypes DDL

Returns a list of pending scheduled messages.

List scheduled messages

List scheduled messages DDL

Get a list of all of the users in your Slack team.

List users

List users DDL

List users actual DDL

List users and conversations DDL

List conversations the calling user may access

List users conversations

Send a message that only a certain user can see in a public or private channel.

Send ephemeral message

Send an ephemeral response message using the response_url parameter provided by Slack slash commands and actions. This will only be visible by the user.

Send ephemeral response

Send message

Set the purpose for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation purpose

Set the topic for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation topic

Set profile

Unfurl one or more links in a Slack message, adding "attachments" that contain additional context to the message.

Unfurl message links

Update a message that's previously been sent. Useful when reacting to actions like buttons and menus.

Update message

Uploads or creates a file. Optionally share to users or channels. This operation requires a scope to be enabled in your authentication, either files:write (for new Slack apps) or files:write:user.

Upload file

Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.

When a specific event (e.g. a channel is created) occurs in your Slack account, automatically trigger the Tray workflow. NOTE: you can only tell us to listen for events that you have given Tray permission to listen for.

On Slack event

Receive notifications when your message buttons or menus are acted upon in Slack. NOTE: you'll need to point the message attachments to this workflow in the workflow where you're sending the original message.

On action (button or menu click)

Trigger a workflow from a Slash command in your Slack account. Tip: read the docs on this to learn how to set things up with Slash commands.

Microsoft Dynamics 365 and Slack integration + automation

Popular Microsoft Dynamics 365 and Slack integrations

Microsoft Dynamics 365 and Slack Connector Details

Microsoft Dynamics 365

Slack

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