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

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

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About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 Zendesk Sell + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create and Update Contact

    Create and Update Contact

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • 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 Zendesk Sell & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell 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, 1:43 am
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