New Account Create Message
This trigger fires whenever a new account is created in your D365 instance.
Dynamics 365 Created or Updated Account to Claude Create Message (with Attachments)
How this workflow works
Step 1
Created or Updated Account•Dynamics 365
This trigger fires whenever an existing account is created or modified in your D365 instance.
Step 2
Create Message (with Attachments)•Claude
Sends a prompt to a Claude model along with zero or more attachments — images (PNG/JPEG/GIF/WEBP), PDFs, or plain text/CSV/JSON/Markdown files — supplied as a Base64 string, a Base64 array, an attachment object, or a URL array. Attachments are normalized into Claude's Messages API content blocks automatically. Claude's API does not accept Word/Excel/PowerPoint files directly; convert these to PDF first.
Created or Updated Account
Dynamics 365
Create Message (with Attachments)
Claude
Connect Dynamics 365 + Claude to Automate these Workflows
New Account Create Message (with Attachments)
This trigger fires whenever a new account is created in your D365 instance.
Created or Updated Account Create Message
This trigger fires whenever an existing account is created or modified in your D365 instance.
Created or Updated Account Create Message (with Attachments)
This trigger fires whenever an existing account is created or modified in your D365 instance.
New Case Create Message
This trigger fires whenever a new case is created in your D365 instance.
New Case Create Message (with Attachments)
This trigger fires whenever a new case is created in your D365 instance.
Created or Updated Case Create Message
This trigger fires whenever an existing case is created or modified in your D365 instance.
Created or Updated Case Create Message (with Attachments)
This trigger fires whenever an existing case is created or modified in your D365 instance.
New Contact Create Message
This trigger fires whenever a new contact is created in your D365 instance.
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