Integrating Copper CRM with Microsoft Dynamics 365 Business Central by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Copper CRM and Microsoft Dynamics 365 Business Central
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Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
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 Copper CRM + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
- Triggers
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New CompanyTriggers when a new company is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Person
Triggers when a new person is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Updated Company
Triggers when a existing company is updated.
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Updated Opportunity
Triggers when a existing opportunity is updated.
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Updated Person
Triggers when a existing person is updated.
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Updated Project
Triggers when a existing project is updated.
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Updated Task
Triggers when an existing task 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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Associate to Project
Relate an existing project to a Copper CRM object.
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Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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Create Company
Creates a new company.
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Create Opportunity
Creates a new Opportunity.
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Create Person
Creates a Person
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Update Company
Creates or Updates a company based on matching criteria.
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Create Update Opportunity
Creates or updates an opportunity depending on matching criteria.
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Create Update Person
Creates or Updates person depending on match criteria.
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Create Update Project
Creates or Updates Project depending on match criteria.
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Update Company
Updates a company depending on the matching criteria.
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Update Opportunity
Updates an opportunity depending on the match criteria.
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Update Person
Updates a person depending on the match criteria.
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Update Project
Updates a project depending on the match criteria.
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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 Copper CRM & Microsoft Dynamics 365 Business Central Integrations Work
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Step 1: Choose Copper CRM 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 Copper CRM 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.