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Integrate Microsoft Dynamics 365 Business Central with Zoho Cliq

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

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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 Zoho Cliq

Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.

Zoho Cliq Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Zoho Cliq

  • Microsoft Dynamics 365 Business Central Integration Zoho Cliq Integration

    Microsoft Dynamics 365 Business Central + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq 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...
    Zoho Cliq Integration Broadcast a Bot Message
  • Microsoft Dynamics 365 Business Central Integration Zoho Cliq Integration

    Microsoft Dynamics 365 Business Central + Zoho Cliq

    Send Channel Message in Zoho Cliq 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...
    Zoho Cliq Integration Send Channel Message
  • Microsoft Dynamics 365 Business Central Integration Zoho Cliq Integration

    Microsoft Dynamics 365 Business Central + Zoho Cliq

    Send Direct Message in Zoho Cliq 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...
    Zoho Cliq Integration Send Direct Message
  • Microsoft Dynamics 365 Business Central Integration Zoho Cliq Integration

    Microsoft Dynamics 365 Business Central + Zoho Cliq

    Broadcast a Bot Message in Zoho Cliq 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...
    Zoho Cliq Integration Broadcast a Bot Message
  • Microsoft Dynamics 365 Business Central Integration Zoho Cliq Integration

    Microsoft Dynamics 365 Business Central + Zoho Cliq

    Send Channel Message in Zoho Cliq 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...
    Zoho Cliq Integration Send Channel Message
  • 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 + Zoho Cliq in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Zoho Cliq 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 Channel

    Triggers when a new Channel is created.

  • New Chat

    Triggers when a new chat is created.

    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.

  • Broadcast a Bot Message

    Send a message to all subscribers of the bot.

  • Send Channel Message

    Send message to a channel in which you have joined.

  • Send Direct Message

    Send a direct message to a contact or an user in your Organization.

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

How Microsoft Dynamics 365 Business Central & Zoho Cliq 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 Zoho Cliq 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 Zoho Cliq.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Zoho Cliq

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based platform that provides small and midsize businesses (SMBs. with applications for financial management, operations, sales and service, analytics, and customer relationship management. The platform can be deployed in the cloud or on-premises. (“Microsoft Dynamics 365 Business Central.”)

Zoho Cliq

Zoho Cliq is an accounting application that combines invoicing, payment processing, and accounting functions into one easy-to-use system that can be used by companies of all sizes. Zoho Cliq also includes links to other Zoho Office applications, allowing users to connect their bank accounts, sales channels, employees and customers. (“Zoho Cliq?”)

Integration of Microsoft Dynamics 365 Business Central and Zoho Cliq

Microsoft Dynamics 365 Business Central and Zoho Cliq can be integrated to allow users to streamline their business processes. For example, company owners can integrate the two systems to automatically generate customer invoices from Microsoft Dynamics 365 Business Central sales records and send those invoices to Zoho Cliq for batch processing. In addition, invoices from the Zoho Cliq system can be imported into Microsoft Dynamics 365 Business Central as orders, increasing order visibility and accuracy while making it possible to take full advantage of order status information. Through integration with Microsoft Dynamics 365 Business Central and Zoho Cliq, end users can also automate routine tasks such as data entry and reconciliation. (“Integration with third party sputions.”)

Benefits of Integration of Microsoft Dynamics 365 Business Central and Zoho Cliq

The integration of Microsoft Dynamics 365 Business Central and Zoho Cliq allows the user to streamline their business processes while improving data quality. With the ability to import customer invoices directly into Microsoft Dynamics 365 Business Central as orders, companies can reduce time spent entering data by up to 40 percent, giving them more time to focus on other business activities. With the integration of Microsoft Dynamics 365 Business Central and Zoho Cliq, companies can also quickly reconcile their data with that of their suppliers, eliminating errors and reducing manual work by up to 80 percent. Because the two systems are integrated, they can also be used together to gain new insights into customer behavior patterns and identify opportunities based on customer spending trends. To learn more about how Microsoft Dynamics 365 Business Central and Zoho Cliq can be integrated to improve business operations and data quality, contact our team today. (“Integration with third party sputions.”)

The process to integrate Microsoft Dynamics 365 Business Central and Zoho Cliq 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.