Integrate Knack with Microsoft Dynamics 365 Business Central

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

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About Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

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 Knack and Microsoft Dynamics 365 Business Central Integrations

  • Knack Integration Microsoft Dynamics 365 Business Central Integration

    Knack + Microsoft Dynamics 365 Business Central

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

    Knack + Microsoft Dynamics 365 Business Central

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

    Knack + Microsoft Dynamics 365 Business Central

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

    Knack + Microsoft Dynamics 365 Business Central

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

    Knack + Microsoft Dynamics 365 Business Central

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

    Knack + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • 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 Contact

    Trigger when new contact 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 Person

    Triggers when a new person 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 Update Item

    Triggers every time a new item is created.

  • 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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Knack & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Knack 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 Knack 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 Knack and Microsoft Dynamics 365 Business Central

Knack is a cloud-based integrated accounting and business management application. It allows businesses to track and manage their finances and other essential information. Knack is used by more than 100,000 companies and it specializes in the fplowing:

B2B. Business to business (B2B. integrations and invoicing.

Business to business (B2B. integrations and invoicing. Customer management. Sync customer information between Knack and other business applications such as Salesforce, MailChimp, Zendesk, and more.

Sync customer information between Knack and other business applications such as Salesforce, MailChimp, Zendesk, and more. Invoicing. Complete customized purchase orders, quotes, and invoices.

Complete customized purchase orders, quotes, and invoices. Time tracking. Allows employees to log their time spent on projects and activities.

Allows employees to log their time spent on projects and activities. Inventory management. Track inventory across multiple warehouses.

Track inventory across multiple warehouses. Payment processing. Accept payments online, by email, or just about anywhere you can imagine.

Accept payments online, by email, or just about anywhere you can imagine. Expense tracking. Track your company’s expenses in real time.

Track your company’s expenses in real time. Project management. Manage projects from the creation stage through the completion stage. Create tasks, subtasks, budgets, schedules, resource allocation, etc. This will help keep everyone on the same page throughout the entire process.

Manage projects from the creation stage through the completion stage. Create tasks, subtasks, budgets, schedules, resource allocation, etc. This will help keep everyone on the same page throughout the entire process. Time tracking. Track time right in the project area. Employees can submit timesheets via email with one click. Once approved, these timesheets are automatically tied to the project they belong to. You can even set up automatic recurring timesheets based on employee availability during the week.

Track time right in the project area. Employees can submit timesheets via email with one click. Once approved, these timesheets are automatically tied to the project they belong to. You can even set up automatic recurring timesheets based on employee availability during the week. Billing. Customers can receive automated invoices via email weekly or monthly for their services.

Customers can receive automated invoices via email weekly or monthly for their services. Sales tax management. Keep up with all of your sales tax requirements in one place. Set up your sales tax rules once and have them apply to all of your locations worldwide with ease.

Keep up with all of your sales tax requirements in one place. Set up your sales tax rules once and have them apply to all of your locations worldwide with ease. Multi-currency support. Exchange rates are automatically updated anytime funds are transferred between currencies. Companies that have operations in multiple countries will appreciate this feature since it takes care of currency conversion for you!

Exchange rates are automatically updated anytime funds are transferred between currencies. Companies that have operations in multiple countries will appreciate this feature since it takes care of currency conversion for you! Accounting software integration. Connect directly to your accounting software such as QuickBooks Online or Xero to import data into Knack. This is great if you use multiple accounting systems or if you want to use an accounting software that isn’t compatible with Knack yet!

Connect directly to your accounting software such as QuickBooks Online or Xero to import data into Knack. This is great if you use multiple accounting systems or if you want to use an accounting software that isn’t compatible with Knack yet! Expense reporting. Automatically generate expense reports based on your employees’ activity within Knack such as hours worked or time spent on a specific project. These reports will be sent out to your employees to review and approve which makes things much easier for accounting!

Automatically generate expense reports based on your employees’ activity within Knack such as hours worked or time spent on a specific project. These reports will be sent out to your employees to review and approve which makes things much easier for accounting! Data export. Export report data to PDF format for easy printing and distribution via e-mail to clients and customers alike!

Export report data to PDF format for easy printing and distribution via e-mail to clients and customers alike! Digital signature functionality. Sign documents electronically using your keyboard’s digital signature; available for Chrome browsers only at this time!

Sign documents electronically using your keyboard’s digital signature; available for Chrome browsers only at this time! Invoice templates. Choose from a wide variety of invoice templates in different professional formats such as basic invoice templates, proforma invoice templates, estimates templates, credit memo templates, and more!

Choose from a wide variety of invoice templates in different professional formats such as basic invoice templates, proforma invoice templates, estimates templates, credit memo templates, and more! CRM integration. Integrate with CRM applications such as Salesforce CRM+1 services so that you can see who is making purchases from you right from within Knack! You can also contact customers directly from within Knack if they have already been converted into a lead within Salesforce CRM+. This makes it so much easier for sales teams to get in touch with prospects instead of having to go back-and-forth between two different systems!

Integrate with CRM applications such as Salesforce CRM+1 services so that you can see who is making purchases from you right from within Knack! You can also contact customers directly from within Knack if they have already been converted into a lead within Salesforce CRM+. This makes it so much easier for sales teams to get in touch with prospects instead of having to go back-and-forth between two different systems! Multi-company functions. Keep track of multiple companies within a single Knack account without any additional fees! There is no limit on how many companies you can manage under a single Knack account either! You can even add employees from each company under a single Knack account onto the same task list where they will be able to see which clients they are working on simultaneously! If you need more than one account for whatever reason though, there is no limit on how many accounts you can create either! You can switch back and forth between accounts whenever you like without any hiccups at all! This is great if you work with multiple clients at once or if you need to manage more than one company at once; perhaps you manage many small businesses but one large corporation With this feature it is easy! Just create another account with all of your new companies under it and then switch back and forth whenever needed! The best part is that all of your information is accessible immediately when you switch accounts so it doesn’t take long at all! Do you need more than one login per day No problem! You can log in through multiple accounts instantly so you don’t have to wait for one login session to expire before logging in again! All you do is click on the “My Account” button at the top left of the screen after logging in. Then you will see any additional accounts attached under your main profile that you can now easily switch back and forth between whenever needed! This is great if you want to check out what is happening at work without interrupting family time or if you want to check out what is going on at home without interrupting work time! You can quickly switch between them whenever needed without any hassle whatsoever!

The process to integrate Knack 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.