IntegrationsDocsBotMicrosoft Dynamics 365 Business Central
DocsBot + Microsoft Dynamics 365 Business Central

Connect DocsBot and Microsoft Dynamics 365 Business Central to Build Intelligent Automations

Choose a Trigger

DocsBot

When this happens...

Choose an Action

Microsoft Dynamics 365 Business Central

Automatically do this!

Enable Integrations or automations with these events of DocsBot and Microsoft Dynamics 365 Business Central

Enable Integrations or automations with these events of DocsBot and Microsoft Dynamics 365 Business Central

Actions

Ask Question

Ask Question

Ask a new question to your DocsBot and get an answer.

Create Web Source

Create Web Source

Creates a new source to train a bot.

Find Shipment

Find Shipment

Get an existing shipment details.

Create Sales Invoice

Create Sales Invoice

Creates new sales invoice.

Create new Item

Create new Item

Creates new item

Request a new Action for DocsBot

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Frequently Asked Questions

How do I start an integration between DocsBot and Microsoft Dynamics 365 Business Central?

To start, connect both your DocsBot and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in DocsBot triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).

Can we customize how data from DocsBot is recorded in Microsoft Dynamics 365 Business Central?

Absolutely. You can customize how DocsBot 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.

How often does the data sync between DocsBot and Microsoft Dynamics 365 Business Central?

The data sync between DocsBot 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.

Can I filter or transform data before sending it from DocsBot to Microsoft Dynamics 365 Business Central?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between DocsBot and Microsoft Dynamics 365 Business Central?

Yes, you can set conditional logic to control the flow of data between DocsBot 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.

DocsBot

About DocsBot

DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.

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Microsoft Dynamics 365 Business Central

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

Learn More