Connect Microsoft Dynamics 365 Business Central and CallRail
Integrate Microsoft Dynamics 365 Business Central with CallRail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when Inbound Call Arrives in CallRail
Create Sales Invoice in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Create new Item in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Find Shipment in Microsoft Dynamics 365 Business Central when Text Message Sent via CallRail
Create Sales Invoice in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Popular Microsoft Dynamics 365 Business Central + CallRail flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics 365 Business Central
When this happens...
- Request a new Trigger for Microsoft Dynamics 365 Business Central
Choose an action
CallRail
Automatically do this!
Send Text Message
Create Outbound Call
Find Shipment in Microsoft Dynamics 365 Business Central when Inbound Call Arrives in CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Inbound Call Arrives in CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Text Message Sent via CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Text Message Sent via CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Outbound Call Ends in CallRail
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Outbound Call Ends in CallRail
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Outbound Call Ends in CallRail
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Call Routing Completes in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics 365 Business Central and CallRail.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics 365 Business Central and CallRail accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics 365 Business Central and CallRail as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CallRail. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics 365 Business Central triggers actions in CallRail, and a separate workflow where CallRail triggers actions in Microsoft Dynamics 365 Business Central. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics 365 Business Central and CallRail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics 365 Business Central and CallRail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
