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Get Started FreeTrigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Choose Microsoft Dynamics 365 Business Central as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Apptivo as the action app from the list.
Connect your Apptivo account & authenticate it.
Select the data you want to send from Microsoft Dynamics 365 Business Central to Apptivo & your AI Agent is ready!
New Company
Create Case
New Company
Create Contact
New Company
Create Lead
New Customer
Create Customer
New Customer
Create Opportunity
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.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
The integration between Microsoft Dynamics 365 Business Central and Apptivo 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:
While assessing the security of integrating Microsoft Dynamics 365 Business Central with Apptivo, 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 Microsoft Dynamics 365 Business Central-Apptivo integration:
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