?>

ClickUp + Microsoft Dynamics 365 Business Central Integrations

Appy Pie Connect allows you to automate multiple workflows between ClickUp and Microsoft Dynamics 365 Business Central

  • No code
  • No Credit Card
  • Lightning Fast Setup
About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate ClickUp + Microsoft Dynamics 365 Business Central

  • ClickUp Microsoft Dynamics 365 Business Central

    ClickUp + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp New Folder
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • ClickUp Microsoft Dynamics 365 Business Central

    ClickUp + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp New Folder
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • ClickUp Microsoft Dynamics 365 Business Central

    ClickUp + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp New Folder
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • ClickUp Microsoft Dynamics 365 Business Central

    ClickUp + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp New Folder
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • ClickUp Microsoft Dynamics 365 Business Central

    ClickUp + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Folder in ClickUp Read More...
    Close
    When this happens...
    ClickUp New Folder
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Sales Invoice
  • ClickUp {{item.actionAppName}}

    ClickUp + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect ClickUp + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect ClickUp + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

    Triggers
  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How ClickUp & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose ClickUp as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ClickUp to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of ClickUp and Microsoft Dynamics 365 Business Central

ClickUp

ClickUp is a cplaborative project management top that enables teams to manage their projects, tasks, and conversations from one seamless platform. It allows the team to organize themselves into “buckets” or “teams”, depending on the task at hand. Team members can be assigned to different buckets depending on what they are working on at any given time. Working within these buckets, team members can see what other team member(s. are working on and can view updates about their projects or tasks. This way, each team member can stay updated with what is going on in the company and what needs to be done for their particular project.

ClickUp’s main features include:

Project Details Page – The project details page allows users to view all of their team’s projects, organized into “buckets”, as well as what types of tasks need to be completed for each project.

Task Details Page – Task details allow users to view all of the tasks within a project. They can also see other team members’ progress on specific tasks.

Chat – Chat allows users to communicate with other team members using direct messages or group chat.

Dashboard – The Dashboard allows users to view important information right away, such as upcoming meetings, missed notifications, tasks that are due soon, etc. The dashboard also serves as a place where users can customize what they would like displayed based on their specific needs.

Calendar – Calendar allows users to view upcoming events, meetings, deadlines, etc. Users can set reminders for these events so they never miss anything important.

Integration of ClickUp and Microsoft Dynamics 365 Business Central

ClickUp offers an integration with Microsoft Dynamics 365 Business Central so users can create leads directly from their task details page. Prompts are available that will guide the user through the process of creating leads within Microsoft Dynamics 365 Business Central. These leads are created in real-time, allowing users to see updates immediately. The leads are created in the same format as leads created directly in Microsoft Dynamics 365 Business Central. Each lead has a unique ID number associated with it, similar to leads created in Microsoft Dynamics 365 Business Central. Creating leads within Microsoft Dynamics 365 Business Central allows users to automatically update leads in ClickUp by simply clicking a button. This helps save time by not having to manually update each lead one by one. The integration with Microsoft Dynamics 365 Business Central is available with ClickUp’s Enterprise Plan, which starts at $29/month per user.

Benefits of Integration of ClickUp and Microsoft Dynamics 365 Business Central

Integrating ClickUp with Microsoft Dynamics 365 Business Central allows teams to have more information about their projects at one time in order to make better decisions in regards to what is most important. Users can easily see the status of each project within their different “buckets” in order to know where they need to focus next in order to complete certain projects. Users can also see what other team members are working on in order to understand where their help is needed the most. Users do not have to spend time finding out what is going on with different projects because everything is organized in one place. Teams are able to communicate with each other more effectively because they are all able to see what is going on with different projects in order to cplaborate more effectively. With the integration between ClickUp and Microsoft Dynamics 365 Business Central, users can quickly create leads without having to log into multiple applications or websites in order to get the information they need about the leads they are working on.

The process to integrate ClickUp and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.