ActiveCampaign Microsoft Dynamics 365 Business Central Integration using AI Agents
Appy Pie Automate allows you to Integrate ActiveCampaign with Microsoft Dynamics 365 Business Central using AI Agents
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- 7 days free trial
- Lightning Fast Setup
Simplify ActiveCampaign Microsoft Dynamics 365 Business Central Integration with seamless setup
Easily set up ActiveCampaign Microsoft Dynamics 365 Business Central Integration without coding. Start automating your workflows and Integrate ActiveCampaign with Microsoft Dynamics 365 Business Central today.
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New Contact Note
Triggers when a new contact note is added.
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New or Updated Account
Triggers when a account is added or existing account's details are updated.
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New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
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Execute Custom API Call
Trigger when new data comes in your custom api call.
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New Chart Of Account
Trigger when New Chart Of Account created.
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New Company
Trigger when new company is created
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New or Updated Contact
Trigger when new contact created.
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New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
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New Person
Triggers when a new person is created.
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New Purchase Invoice
Trigger when new purchase invoice is created
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New Sales Invoice
Trigger when new sales invoice is created
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New Sales Order
Trigger when a new sales order is created in a specific account.
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New/Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
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New and Updated sales Quote Lines
Trigger when new sales Quote Lines is created
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New or Updated Customer
Trigger when a customer updated.
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Updated Sales Order
Trigger when any sales order updated.
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Add Contact Note
Adds new contact note.
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Add / Remove Tag From Contact
Add or remove tag from a contact.
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Create/Update Contact
Creates a new contact.
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Create Contact
Create Contact
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Create Customer
Create a Customer
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Create Employee
Create a Employee
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Create Item
Creates an item.
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Create Order Line Item
Creates a new order line item.
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Create Sales Invoice
Create a Sales Invoice
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Create Sales Order
Create a Sales Order
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Create Vendor
Create a Vendor
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Custom API Call
Custom api call
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Delete Custom API
Delete your custom api call.
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Update Custom API Call
Update custom api call.
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Update Customer
Update Customer
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
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New Contact Note
Triggers when a new contact note is added.
-
New or Updated Account
Triggers when a account is added or existing account's details are updated.
-
New or Updated Contact
Triggers when a new contact is added or existing contact's details are updated.
-
Execute Custom API Call
Trigger when new data comes in your custom api call.
-
New Chart Of Account
Trigger when New Chart Of Account created.
-
New Company
Trigger when new company is created
-
New or Updated Contact
Trigger when new contact created.
-
New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
-
New Person
Triggers when a new person is created.
-
New Purchase Invoice
Trigger when new purchase invoice 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.
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New/Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
-
New and Updated sales Quote Lines
Trigger when new sales Quote Lines is created
-
New or Updated Customer
Trigger when a customer updated.
-
Updated Sales Order
Trigger when any sales order updated.
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Add Contact Note
Adds new contact note.
-
Add / Remove Tag From Contact
Add or remove tag from a contact.
-
Create/Update Contact
Creates a new contact.
-
Create Contact
Create Contact
-
Create Customer
Create a Customer
-
Create Employee
Create a Employee
-
Create Item
Creates an item.
-
Create Order Line Item
Creates a new order line item.
-
Create Sales Invoice
Create a Sales Invoice
-
Create Sales Order
Create a Sales Order
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Create Vendor
Create a Vendor
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Custom API Call
Custom api call
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Delete Custom API
Delete your custom api call.
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Update Custom API Call
Update custom api call.
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Update Customer
Update Customer
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
How ActiveCampaign and Microsoft Dynamics 365 Business Central Integrations Work
Follow the steps below to start setting up your ActiveCampaign integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose ActiveCampaign as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Microsoft Dynamics 365 Business Central as the action app from the list.
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Step 3: Authenticate
Connect your Microsoft Dynamics 365 Business Central account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from ActiveCampaign to Microsoft Dynamics 365 Business Central & your AI Agent is ready!
Popular Templates for ActiveCampaign and Microsoft Dynamics 365 Business Central Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Employee to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Employee
Create Item to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Item
Create Item to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Item
Create Vendor to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Vendor
Update Item in Microsoft Dynamics 365 Business Central when New Contact Note is created in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Update Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
-
Then do this:
Create Order Line Item
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Sales Invoice
Create Sales Order to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Sales Order
Create Customer to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Customer
Create Vendor to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Vendor
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Sales Invoice
Update Item in Microsoft Dynamics 365 Business Central when New or Updated Contact is created in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Update Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Order Line Item
Create Employee to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
-
Then do this:
Create Employee
Create Customer to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Customer
Create Sales Order to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New or Updated Contact is created in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New Contact Note is created in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Update Sales Order
Create Contact to Microsoft Dynamics 365 Business Central from New Contact Note in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Create Contact
Update Customer in Microsoft Dynamics 365 Business Central when New Contact Note is created in ActiveCampaign
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When this happens:
New Contact Note
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Then do this:
Update Customer
Create Contact to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Create Contact
Create Customer to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Create Customer
Create Employee to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Create Employee
Create Item to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Create Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
-
Then do this:
Create Order Line Item
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
-
Then do this:
Create Sales Invoice
Create Sales Order to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
-
Then do this:
Create Sales Order
Create Vendor to Microsoft Dynamics 365 Business Central from New Updated Account in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Create Vendor
Update Customer in Microsoft Dynamics 365 Business Central when New Updated Account is created in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Update Customer
Update Item in Microsoft Dynamics 365 Business Central when New Updated Account is created in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Update Item
Update Sales Order in Microsoft Dynamics 365 Business Central when New Updated Account is created in ActiveCampaign
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When this happens:
New Updated Account
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Then do this:
Update Sales Order
Create Contact to Microsoft Dynamics 365 Business Central from New or Updated Contact in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Create Contact
Update Customer in Microsoft Dynamics 365 Business Central when New or Updated Contact is created in ActiveCampaign
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When this happens:
New or Updated Contact
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Then do this:
Update Customer
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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ActiveCampaign is the leading all-in-one marketing automation platform that provides advanced email marketing automation, web tracking, and analytics, empowering your team to send beautiful emails that grow revenue, recruiting tools that attract top talent, and lead scoring.
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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.
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The integration between ActiveCampaign and Microsoft Dynamics 365 Business Central is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between ActiveCampaign and Microsoft Dynamics 365 Business Central. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating ActiveCampaign with Microsoft Dynamics 365 Business Central, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ActiveCampaign-Microsoft Dynamics 365 Business Central integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by ActiveCampaign and Microsoft Dynamics 365 Business Central integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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