Integrations Docstar Microsoft Dynamics 365 Business Central
Docstar + Microsoft Dynamics 365 Business Central

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

Choose a Trigger

Docstar

When this happens...

Choose an Action

Microsoft Dynamics 365 Business Central

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Pages/Documents

New Pages/Documents

Fetch pages added to the selected collection since the configured recent time window.

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Do thisActions

Action is the task that follows automatically within your Docstar integrations.

Create a Document

Create a Document

Create a new page under a specified parent with title, optional URL slug, tab ID, and content.

List Pages/Documents

List Pages/Documents

Retrieve pages from a specified collection, optionally filtering by page name or page ID.

Get Page/Document Content

Get Page/Document Content

Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.

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

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Docstar 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 Docstar and Microsoft Dynamics 365 Business Central?

The data sync between Docstar 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 Docstar 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 Docstar and Microsoft Dynamics 365 Business Central?

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

Docstar

About Docstar

Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.

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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