Connect CallTrackingMetrics and Microsoft Dynamics 365 Business Central to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Ready to use CallTrackingMetrics and Microsoft Dynamics 365 Business Central automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in Microsoft Dynamics 365 Business Central. This includes choosing which data fields go into which fields of Microsoft Dynamics 365 Business Central, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and Microsoft Dynamics 365 Business Central typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallTrackingMetrics and Microsoft Dynamics 365 Business Central. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
Learn MoreAbout Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
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