activities
latest
false
Integration Service activities
- Overview
- UiPath GenAI Activities
- Release notes
- About the UiPath GenAI Activities package
- Project compatibility
- Content Generation
- Update Context Grounding Index
- Context Grounding Search
- Get DeepRAG Analysis by ID
- Summarize Text
- PII Filtering
- Translate
- Detect Language
- Rewrite
- Generate Email
- Categorize
- Named Entity Recognition
- Image Analysis
- Detect Object
- Signature Similarity
- Sentiment Analysis
- Reformat
- Semantic Similarity
- Image Comparison
- Image Classification
- Web Search
- Web Summary
- Web Reader
- Working with UiPath GenAI activities
- Data residency
- GenAI Activities feature availability
- Frequently asked questions
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Defender for Cloud
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activities
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Create Collaboration
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- CrewAI – Preview
- Customer.io
- Database Hub
- Databricks Agent
- Datadog
- DeepSeek
- Deputy
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshbooks
- Freshdesk
- Freshsales
- Freshservice
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text
- Google Text-to-Speech
- Google Vertex
- Google Vision
- GoToWebinar
- Release Notes
- About the GoToWebinar activities
- Project compatibility
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- API References
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM
- HubSpot Marketing
- Icertis
- iContact
- Insightly CRM
- Intercom
- Jina.ai
- Jira
- Release notes
- About the Jira activities
- Project compatibility
- Create Issue
- Add Issue Attachment
- Download Issue Attachment
- Get Instance Details
- Add Comment
- Update Comment
- Get Comments
- Get Issue
- Search Issues by JQL
- Search Issues
- Update Issue
- Update Issue Assignee
- Find User by Email Address or Display Name
- Update Issue Status
- Delete Record
- Get Record
- Insert Record
- List Records
- Replace Record
- Upsert Record
- Invoke Operation
- Delete Issue
- Event Trigger
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- Mailjet
- MailerLite
- Mailgun
- Marketo
- About the Marketo activities
- Project compatibility
- Create Lead
- Get All Leads
- Get Lead Changes
- Update Lead
- Add Leads To A List
- Remove Leads From A List
- Delete Record
- Get Record
- Insert Record
- List Records
- Update Record
- Bulk Import Leads
- Bulk Import Program Members
- Push Leads to Trigger Campaign
- Get Bulk Export Status
- Create Program
- Bulk Export Program Members
- Get Bulk Import Status
- Clone Program
- Download Program Members Bulk Export
- Change Program Members Status
- Create or Update Tokens
- Technical References
- MCP - Preview
- Microsoft Azure OpenAI
- Microsoft Azure AI Foundry
- Microsoft Azure Sentinel
- Microsoft Dynamics CRM
- Release Notes
- About the Microsoft Dynamics CRM activities
- Project compatibility
- Technical References
- Upload Note Attachment
- Download Note Attachment
- Upload Activity Attachment
- Download Activity Attachment
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Close Lost Opportunity
- Close Won Opportunity
- Create Opportunity
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Microsoft Power Automate
- Microsoft Sentiment
- Microsoft Sentinel Threat Intelligence
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activities
- Project compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to Channel Message
- Create Online Teams Meeting
- Send Bot Channel Message
- Send Bot Direct Message
- Send Channel Message
- Send Group Chat Message
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Get Online Teams Meeting
- List All Recordings
- List All Transcripts
- Download Meeting Transcript/Recording
- Get User by Email
- List Records
- Insert Record
- Update Record
- Get Record
- Delete Record
- Technical references
- Microsoft Translator
- Microsoft Vision
- Miro
- Nvidia NIM
- Okta
- OpenAI
- OpenAI V1 Compliant LLM
- Oracle Eloqua
- Oracle NetSuite
- PagerDuty
- Paypal
- PDFMonkey
- Perplexity
- Pinecone
- Pipedrive
- QuickBooks Online
- Quip
- Salesforce
- Release Notes
- About the Salesforce activities
- Project compatibility
- Create Account
- Update Account
- Create Contact
- Update Contact
- Create Lead
- Update Lead
- Create Opportunity
- Upload File
- Download File
- Download Attachment
- Search Records
- Search Using SOQL
- Approve record in Approval process
- Submit a record for Approval Process
- Reject record in Approval process
- Get Opportunity
- Get Lead
- Get Contact
- Get Account
- Get Report
- Add File to Record
- Create Bulk Upload Job
- Get Bulk Job Info
- Starts or Aborts Bulk Job
- Download SOQL Bulk Job Results
- Download Unprocessed Records of Bulk Upload
- Create Bulk Download Job Using SOQL
- Search Using String
- Get Object Fields
- Insert Record
- Get Record
- Delete Record
- Update Record
- List Records
- Salesforce Marketing Cloud
- SAP BAPI
- SAP Cloud for Customer
- SAP Concur
- SAP OData
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project compatibility
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- Delete Attachment
- Search Users by Email or Name
- Search Incidents by Incident Number
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Technical references
- Troubleshooting
- Shopify
- Slack
- Release Notes
- About the Slack activities
- Project compatibility
- Archive Channel
- Create Channel
- Invite Users to Channel
- Remove User from Channel
- Send File to Channel
- Send Message to Channel
- Unarchive Channel
- Send Reply
- Get Channel Info
- Join Channel
- Set Channel Topic
- Set Channel Description
- Send Button Response
- Download File By File ID
- List All User Groups
- List All Users
- Add Users to User Group
- Create Group Direct Message
- Create User Group
- Get User by Email or User Id
- Send Message to User
- Troubleshooting
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activities
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Snowflake Cortex
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath Apps - Preview
- UiPath Orchestrator
- UiPath Test Manager
- About the UiPath Test Manager activities
- Project Compatibility
- Assign Test Cases To Requirement
- Assign Test Cases To Test Set
- Create Requirement
- Create Test Case
- Create Test Set
- Delete Attachment
- Delete Requirement
- Delete Test Case
- Delete Test Execution
- Delete Test Set
- Download Assertion
- Download Attachment
- Execute Test Cases
- Execute Test Set
- Get Assertions
- Get Assigned Test Cases For Requirement
- Get Assigned Test Cases For Test Set
- Get Attachments
- Get Requirement
- Get Robot Logs
- Get Test Case
- Get Test Case Log
- Get Test Execution
- Get Test Set
- Get Test Step Logs
- Get Test Steps
- Test Manager HTTP Request
- Update Requirement
- Update Test Case
- Update Test Set
- Upload Attachment
- IBM WatsonX
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST
- X (formerly Twitter)
- Xero
- Release notes
- About the Xero activity package
- Project compatibility
- Create Contact
- List All Contacts
- Add Attachment to Contact
- Get Balance Sheet Report
- Get BAS Report
- Get GST Report
- Get Bank Summary Report
- Get Aged Receivables by Contact Report
- Get Attachments of a Contact
- Get Budget Summary Report
- Get Profit and Loss Report
- Get Trial Balance Report
- Get Executive Summary Report
- Get Aged Payables by Contact Report
- List Reports
- Delete Record
- List All Records
- Get Record
- Insert Record
- Replace Record
- Youtube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Microsoft Dynamics CRM connector guides and tutorials for creating automations.
This page includes guides and resources that can help you learn how to create automations using the activities in this package.
Tutorials
Step-by-step guides on how to create automations from scratch.
| Tutorial | Description | Applications |
|---|---|---|
| Notify in a Microsoft Teams channel when an opportunity is won in Microsoft Dynamics 365 CRM | When an opportunity is won in the CRM system, send a notification in a Microsoft Teams channel | Microsoft Teams, Microsoft Dynamics 365 CRM |