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Integrate Microsoft Dynamics 365 Business Central with Coda

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

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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.

About Coda

All-in-one doc. No more ping-ponging between documents, spreadsheets, and niche workflow apps to get things done.

Coda Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Coda

  • Microsoft Dynamics 365 Business Central Integration Coda Integration

    Microsoft Dynamics 365 Business Central + Coda

    Create Row to Coda from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Coda Integration Create Row
  • Microsoft Dynamics 365 Business Central Integration Coda Integration

    Microsoft Dynamics 365 Business Central + Coda

    Upsert Row in Coda when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Coda Integration Upsert Row
  • Microsoft Dynamics 365 Business Central Integration Coda Integration

    Microsoft Dynamics 365 Business Central + Coda

    Update Row in Coda when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Coda Integration Update Row
  • Microsoft Dynamics 365 Business Central Integration Coda Integration

    Microsoft Dynamics 365 Business Central + Coda

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

    Microsoft Dynamics 365 Business Central + Coda

    Upsert Row in Coda when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Coda Integration Upsert Row
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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

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

    Triggers
  • 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 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.

  • New Row

    Triggers when a new row added to selected table.

  • Updated Row

    Trigger when new row is updated in a selected table.

    Actions
  • 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.

  • Create Row

    Create a new row in selected table.

  • Update Row

    Update a existing row in a table.

  • Upsert Row

    Creates a new row or update an existing row in selected table.

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

How Microsoft Dynamics 365 Business Central & Coda Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Coda 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 Microsoft Dynamics 365 Business Central to Coda.

    (2 minutes)

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