Integrating Microsoft Dynamics 365 Business Central with Mailshake by AI Agents and Assistants

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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 Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Automate allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

Integrations for Mailshake
Connect Microsoft Dynamics 365 Business Central + Mailshake in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Mailshake 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 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 Click

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • Actions
  • 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.

  • Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause/Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause/Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

How Microsoft Dynamics 365 Business Central & Mailshake Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Mailshake 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 Mailshake.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 12:27 am
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