New Account Create Message
This trigger fires whenever a new account is created in your D365 instance.
Step 1
Created or Updated Case•Dynamics 365
This trigger fires whenever an existing case 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 Case
Dynamics 365
Create Message (with Attachments)
Claude
This trigger fires whenever a new account is created in your D365 instance.
This trigger fires whenever a new account is created in your D365 instance.
This trigger fires whenever an existing account is created or modified in your D365 instance.
This trigger fires whenever an existing account is created or modified in your D365 instance.
This trigger fires whenever a new case is created in your D365 instance.
This trigger fires whenever a new case is created in your D365 instance.
This trigger fires whenever an existing case is created or modified in your D365 instance.
This trigger fires whenever an existing case is created or modified in your D365 instance.
This trigger fires whenever a new contact is created in your D365 instance.
Deploy your first AI agent today — free, no credit card required. See results in your first session.
14-day free trial · Setup under 30 min · Cancel anytime