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Microsoft Dynamics 365 Business Central Alegra Integration using AI Agents

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Appy Pie Automate allows you to Integrate Microsoft Dynamics 365 Business Central with Alegra using AI Agents

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Simplify Microsoft Dynamics 365 Business Central Alegra Integration with seamless setup

Easily set up Microsoft Dynamics 365 Business Central Alegra Integration without coding. Start automating your workflows and Integrate Microsoft Dynamics 365 Business Central with Alegra today.

View all (44) Triggers (20) Actions (24)

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
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 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.
New/Update Item

Triggers every time a new item is created.
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.
New Contact

Triggers when a new contact is created.
New Estimate

Triggers when a new estimate is created in Alegra.
New Invoice

Triggers when a new invoice is created.
New Item

Triggers when a new product or service is created.
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
Create Vendor

Create a Vendor
Custom API Call

Custom api call
Delete Custom API

Delete your custom api call.
Update Custom API Call

Update custom api call.
Update Customer

Update Customer
Update Item

Updates an item.
Update Sales Order

Updates an order.
Create Contact

Crear un contacto nuevo. Creates a new contact.
Create Estimate

Crear una nueva cotización. Creates a new estimate.
Create Invoice

Crear una nueva factura de venta. Create a new invoice.
Create Invoice Payment

Create a new Invoice Payment. Crear un nuevo pago a factura.
Create Item

Crear ítem en Alegra. Create a Item in Alegra.
Create Tax

Crear un impuesto para ítems. Create a Tax for Items.
Send Estimate

Enviar una cotización por correo. Send an estimate via email.
Send Invoice

Enviar una factura por email. Send an invoice by email.
Update Contact

Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Update Item

Actualizar un ítem en Alegra. Update an item in Alegra.

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
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 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.
New/Update Item

Triggers every time a new item is created.
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.
New Contact

Triggers when a new contact is created.
New Estimate

Triggers when a new estimate is created in Alegra.
New Invoice

Triggers when a new invoice is created.
New Item

Triggers when a new product or service is created.

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
Create Vendor

Create a Vendor
Custom API Call

Custom api call
Delete Custom API

Delete your custom api call.
Update Custom API Call

Update custom api call.
Update Customer

Update Customer
Update Item

Updates an item.
Update Sales Order

Updates an order.
Create Contact

Crear un contacto nuevo. Creates a new contact.
Create Estimate

Crear una nueva cotización. Creates a new estimate.
Create Invoice

Crear una nueva factura de venta. Create a new invoice.
Create Invoice Payment

Create a new Invoice Payment. Crear un nuevo pago a factura.
Create Item

Crear ítem en Alegra. Create a Item in Alegra.
Create Tax

Crear un impuesto para ítems. Create a Tax for Items.
Send Estimate

Enviar una cotización por correo. Send an estimate via email.
Send Invoice

Enviar una factura por email. Send an invoice by email.
Update Contact

Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Update Item

Actualizar un ítem en Alegra. Update an item in Alegra.

How Microsoft Dynamics 365 Business Central and Alegra Integrations Work

Follow the steps below to start setting up your Microsoft Dynamics 365 Business Central integrations using Appy Pie Automate: using Appy Pie Automate:

Step 1: Select Trigger

Choose Microsoft Dynamics 365 Business Central as the trigger app, select event, authenticate & successfully Test
Step 2: Select Action

After completing the trigger test, select Alegra as the action app from the list.
Step 3: Authenticate

Connect your Alegra account & authenticate it.
Step 4: Setup & Test

Select the data you want to send from Microsoft Dynamics 365 Business Central to Alegra & your AI Agent is ready!

Choose the app you want to Integrate with Microsoft Dynamics 365 Business Central and Alegra

Popular Templates for Microsoft Dynamics 365 Business Central and Alegra Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

Create Contact to Alegra from New Company in Microsoft Dynamics 365 Business Central

When this happens:

New Company
Then do this:

Create Contact

Use template for free

Send Invoice in Alegra when New Company is created in Microsoft Dynamics 365 Business Central

When this happens:

New Company
Then do this:

Send Invoice

Use template for free

Create Estimate to Alegra from New Company in Microsoft Dynamics 365 Business Central

When this happens:

New Company
Then do this:

Create Estimate

Use template for free

Create Tax to Alegra from New Company in Microsoft Dynamics 365 Business Central

When this happens:

New Company
Then do this:

Create Tax

Use template for free

Update Contact in Alegra when New Company is created in Microsoft Dynamics 365 Business Central

When this happens:

New Company
Then do this:

Update Contact

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

What Is 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.
What Is Alegra?

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.
How Microsoft Dynamics 365 Business Central and Alegra Integrations Work?
The integration between Microsoft Dynamics 365 Business Central and Alegra 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 Microsoft Dynamics 365 Business Central and Alegra. 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.
Is the Integration Between Microsoft Dynamics 365 Business Central and Alegra secure?
While assessing the security of integrating Microsoft Dynamics 365 Business Central with Alegra, 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 Microsoft Dynamics 365 Business Central-Alegra 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 Microsoft Dynamics 365 Business Central and Alegra 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.

Page reviewed by Abhinav Girdhar | Last Updated on December 1, 2024, 3:54 pm

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