Integrating Autotask with Microsoft Dynamics 365 Business Central by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Autotask and Microsoft Dynamics 365 Business Central
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Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
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.
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It's easy to connect Autotask + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers whenever a new Account is added.
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New Appointment
Triggers whenever a new appointments is added.
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New Configuration Item
Triggers when a new Configuration Item is found.
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New Contract
Trigger when a new contract created.
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New Expense
Trigger when a new New expense created.
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New Expense Reports
Trigger when a new New expense reports created
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New Holiday
Triggers whenever a new holiday is added.
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New Invoice
Triggers whenever a new invoice is added.
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New Item Or Service
Triggers whenever a new item/service is added.
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New Opportunity
Triggers whenever a new opportunity is added.
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New Project
Triggers when a new Project is found.
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New Task
Triggers when a new Task is found.
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New Ticket
Triggers when a new Ticket is found.
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New Time Entry
Triggers when a new Time Entry is found.
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New Todos
Triggers whenever a new account todos is added.
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New or Updated Contact
Triggers whenever a new or updated Contact is found.
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New or Updated Ticket Note
Triggers when a ticket note is updated or created.
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New or Setup Service Call
Trigger if a service call was created/setup
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Updated Account
Triggers when an Account is updated.
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Updated Task
Triggers when a updated task is found.
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Updated Ticket
Triggers when a ticket is updated.
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Updated Time Entry
Triggers when a Time Entry is updated.
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Execute Custom API CallTrigger 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.
- Actions
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Create Account
Creates an account.
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Create Appointment
Creates an appointment.
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Create Contact
Creates a contact.
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Create Expense Report
Create Expense Report.
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Create Opportunity
Creates a opportunity.
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Create Ticket
Creates a ticket.
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Create Ticket Note
Creates a ticket note.
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Create Time Entry
Creates a Time Entry.
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Create ToDo
Creates a ToDo.
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Update Opportunity
Updates an opportunity.
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Update Ticket
Updates a ticket.
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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.
How Autotask & Microsoft Dynamics 365 Business Central Integrations Work
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Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Autotask to Microsoft Dynamics 365 Business Central.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.