Apptivo Microsoft Dynamics 365 Business Central Integration

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With Appy Pie Automate, you can save time by combining Apptivo Integration with Microsoft Dynamics 365 Business Central Integration in one workflow.

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Simplify Apptivo Microsoft Dynamics 365 Business Central Integration with seamless setup

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

View all (45) Triggers (25) Actions (20)

New Case

Trigger when new case created.
New Contact

Trigger when new contact created.
New Contract

Trigger when new contract created.
New Customer

Trigger when new customer created.
New Employee

Trigger when new employee created.
New Lead

Trigger when new lead created.
New Opportunity

Trigger when new opportunity created.
Updated Contact

Trigger when any contact update.
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 Or Updated Sales Invoice

Trigger when new sales 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.
Add Employee

Add new employee.
Create Case

Create a new case.
Create Contact

Creates a new contact.
Create Customer

Creates a new customer.
Create Lead

Creates a new lead.
Create Opportunity

Creates a new Opportunity.
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.

New Case

Trigger when new case created.
New Contact

Trigger when new contact created.
New Contract

Trigger when new contract created.
New Customer

Trigger when new customer created.
New Employee

Trigger when new employee created.
New Lead

Trigger when new lead created.
New Opportunity

Trigger when new opportunity created.
Updated Contact

Trigger when any contact update.
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 Or Updated Sales Invoice

Trigger when new sales 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.

Add Employee

Add new employee.
Create Case

Create a new case.
Create Contact

Creates a new contact.
Create Customer

Creates a new customer.
Create Lead

Creates a new lead.
Create Opportunity

Creates a new Opportunity.
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.

Integrate Apptivo with Microsoft Dynamics 365 Business Central

How Apptivo and Microsoft Dynamics 365 Business Central Integrations Work

Follow the steps below to start setting up your Apptivo integrations using Appy Pie Automate:

Trigger Details

Trigger application: Apptivo
Add Trigger Event:

Action Details

Trigger application: Microsoft Dynamics 365 Business Central
Add Action Event:

Step 1: Select Trigger

Choose Apptivo as the trigger app, select the desired event, authenticate your account, and successfully run a test.
Step 2: Select Action

After completing the trigger test, select Microsoft Dynamics 365 Business Central as the action app from the list to continue your workflow automation flow.
Step 3: Authenticate

Connect your Microsoft Dynamics 365 Business Central account & authenticate it. This ensures the integration works seamlessly.
Step 4: Setup & Test

Choose the data you want to send from Apptivo to Microsoft Dynamics 365 Business Central, run a final test, and your AI workflow automation is ready!

Apptivo and Microsoft Dynamics 365 Business Central Integration

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

View All Integrations

Popular Templates for Apptivo and Microsoft Dynamics 365 Business Central Integration

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

Create Item to Microsoft Dynamics 365 Business Central from New Lead in apptivo

When this happens:

New Lead
Then do this:

Create Item

Use template for free

Create Vendor to Microsoft Dynamics 365 Business Central from New Lead in apptivo

When this happens:

New Lead
Then do this:

Create Vendor

Use template for free

Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Lead in apptivo

When this happens:

New Lead
Then do this:

Create Sales Invoice

Use template for free

Update Sales Order in Microsoft Dynamics 365 Business Central when New Lead is created in apptivo

When this happens:

New Lead
Then do this:

Update Sales Order

Use template for free

Create Sales Order to Microsoft Dynamics 365 Business Central from New Lead in apptivo

When this happens:

New Lead
Then do this:

Create Sales Order

Use template for free

Page reviewed by Abhinav Girdhar | Last Updated on December 7, 2025, 1:50 pm

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