Simplify Mailshake Microsoft Dynamics 365 Business Central Integration with seamless setup
Easily set up Mailshake Microsoft Dynamics 365 Business Central Integration without coding. Start automating your workflows and Integrate Mailshake with Microsoft Dynamics 365 Business Central today.
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.
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 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.
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 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.
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 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.
FAQs on Mailshake Microsoft Dynamics 365 Business Central Integrations
What Is 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.
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.
How Mailshake and Microsoft Dynamics 365 Business Central Integrations Work?
The integration between Mailshake and Microsoft Dynamics 365 Business Central 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 Mailshake and Microsoft Dynamics 365 Business Central. 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 Mailshake and Microsoft Dynamics 365 Business Central secure?
While assessing the security of integrating Mailshake with Microsoft Dynamics 365 Business Central, 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 Mailshake-Microsoft Dynamics 365 Business Central 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 Mailshake and Microsoft Dynamics 365 Business Central 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 May 11, 2025, 8:26 am
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