--- title: "Connect Filestage to Dynamics 365 - APIANT.ai" description: "When \"When a Reviewer Is Invited to a Reviewer Group\" fires in Filestage, your agent runs \"Dynamics365 Get All Invoices Action\" in Dynamics 365." canonical: "https://apiant.ai/connect/filestage-to-dynamics-365" --- # Connect Filestage to Dynamics 365 When **When a Reviewer Is Invited to a Reviewer Group** fires in [Filestage](https://apiant.ai/connections/filestage), your agent runs **Dynamics365 Get All Invoices Action** in [Dynamics 365](https://apiant.ai/connections/dynamics-365). Describe the whole flow and it is built, tested on every scenario and kept running. Filestage **1** trigger Filestage **9** actions Dynamics 365 **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Filestage and Dynamics 365 to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Filestage can start in Dynamics 365 - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Dynamics365 Get All Invoices Action** in Dynamics 365 - When **When a Reviewer Is Invited to a Reviewer Group** in Filestage then **Dynamicscrm Create Contact** in Dynamics 365 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Filestage and Dynamics 365 ## Triggers and actions 1 trigger · 25 actions - Trigger **When a Reviewer Is Invited to a Reviewer Group** Triggers when a reviewer is invited to a reviewer group. - Action **Add Reviewers to Reviewer Group** Invites reviewers by email to a reviewer group in a Filestage project. - Action **Create Folder** Creates a new folder in your Filestage workspace for organizing projects. - Action **Create Project** Creates a new project in Filestage with the given name. - Action **Create Reviewer Group** Creates a new reviewer group in a Filestage project. - Action **Get Folder by ID** Returns a Filestage folder by its ID, including its name and details. - Action **Get Folders** Returns all folders in your Filestage team. - Action **Get Project by ID** Returns a Filestage project, including its name and details, by its ID. - Action **Get Projects** Returns the projects in your Filestage team. - Action **Get Reviewer Groups by Project** Returns the reviewer groups set up in a Filestage project. - Action **Dynamics365 Get All Invoices Action** Get all invoices action - Action **Dynamicscrm Create Account** Creates a new account entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Case** Creates a new case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Contact** Creates a new contact entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Invoice** Creates a new invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Lead** Creates a new lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Opportunity** Creates a new opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Sales Order** Creates a new sales order entity record in dynamics crm using the web api. - Action **Dynamicscrm Get A Invoice** Dynamicscrm get a invoice - Action **Dynamicscrm Get A Lead** Dynamicscrm get a lead - Action **Dynamicscrm Get All Leads** Dynamicscrm get all leads - Action **Dynamicscrm Update Case** Updates an existing case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Invoice** Updates an existing invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Lead** Updates an existing lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Opportunity** Updates an existing opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Sales Order** Updates an existing sales order entity record in dynamics crm using the web api. ## Each app on its own - [ **Filestage** Share, review and approve all your files in one place and enjoy a faster, more productive approval process](https://apiant.ai/connections/filestage) - [ **Dynamics 365** Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing...](https://apiant.ai/connections/dynamics-365) Reviews ## What our customers say ## More from Filestage - [ **Filestage to HelloSalut** HelloSalut returns the word for "hello" in a visitor's own language.](https://apiant.ai/connect/filestage-to-hellosalut) - [ **Filestage to Html2PDF** HTML/URL to PDF](https://apiant.ai/connect/filestage-to-html2pdf) - [ **Filestage to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/filestage-to-hubspot) - [ **Filestage to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/filestage-to-salesforce) - [ **Filestage to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/filestage-to-slack) - [ **Filestage to Google Sheets** Google Sheets](https://apiant.ai/connect/filestage-to-google-sheets) ## More into Dynamics 365 - [ **HubSpot to Dynamics 365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dynamics-365) - [ **Salesforce to Dynamics 365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dynamics-365) - [ **Slack to Dynamics 365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dynamics-365) - [ **Google Sheets to Dynamics 365** Google Sheets](https://apiant.ai/connect/google-sheets-to-dynamics-365) - [ **Gmail to Dynamics 365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dynamics-365) - [ **Google Calendar to Dynamics 365** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dynamics-365) Questions ## Filestage and Dynamics 365, answered ### ### What can start an automation from Filestage? Any of Filestage's 1 trigger in the catalog, including When a Reviewer Is Invited to a Reviewer Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dynamics 365 when something happens in Filestage? Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dynamics 365 to Filestage? Dynamics 365 has no triggers in the catalog today, so automations start in Filestage. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it. ### ### Do I have to build a connector for Filestage or Dynamics 365? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Filestage and Dynamics 365 without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.