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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.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
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.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
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.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
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.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Choose Microsoft Dynamics 365 Business Central as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Daylite as the action app from the list.
Connect your Daylite account & authenticate it.
Select the data you want to send from Microsoft Dynamics 365 Business Central to Daylite & your AI Agent is ready!
New Company
Create Opportunity for Person
New Company
Create Appointment
New Company
Create Note
New Company
Update Opportunity
New Company
Update Person
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.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
The integration between Microsoft Dynamics 365 Business Central and Daylite 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 Daylite, 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-Daylite integration:
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