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Book An AppointmentTrigger 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 a status of the envelope changed.
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.
Create Signature Request
Send Envelope
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 a status of the envelope changed.
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.
Create Signature Request
Send Envelope
Choose Microsoft Dynamics 365 Business Central as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select DocuSign as the action app from the list.
Connect your DocuSign account & authenticate it.
Select the data you want to send from Microsoft Dynamics 365 Business Central to DocuSign & your AI Agent is ready!
New Customer
Send Envelope
New Employee
Send Envelope
New Account
Send Envelope
New Account
Create Signature Request
New Company
Send Envelope
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.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
The integration between Microsoft Dynamics 365 Business Central and DocuSign 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 DocuSign, 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-DocuSign integration:
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