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

Appy Pie Automate allows you to automate multiple workflows between Pipedrive and Microsoft Dynamics 365 Business Central

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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.

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

It's easy to connect Pipedrive + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is 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

  • 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.

  • Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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.

How Pipedrive & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Pipedrive 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 Microsoft Dynamics 365 Business Central 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 Pipedrive to Microsoft Dynamics 365 Business Central.

    (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, 2:05 am
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