Connect Microsoft Dynamics 365 Business Central and Copper
Integrate Microsoft Dynamics 365 Business Central with Copper to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when Updated Project in Copper
Create Sales Invoice in Microsoft-dynamics-365-business-central when New Person in Copper
Find Shipment in Microsoft Dynamics 365 Business Central when New Task in Copper
Create Sales Invoice in Microsoft-dynamics-365-business-central when Updated Company in Copper
Create new Item in Microsoft-dynamics-365-business-central when Updated Opportunity in Copper CRM
Popular Microsoft Dynamics 365 Business Central + Copper flows
Start from a real workflow other teams are already running.
Find Shipment in Microsoft Dynamics 365 Business Central when Updated Project in Copper
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Person in Copper
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Task in Copper
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Updated Company in Copper
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Updated Opportunity in Copper CRM
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Updated Lead in Copper
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Task in Copper
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Task in Copper
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Updated Opportunity in Copper CRM
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Updated Company in Copper
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics 365 Business Central and Copper.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
New Project
Triggers when a new project is created in Copper.
New Task
Triggers when a new task is created in Copper.
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
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
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 Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics 365 Business Central and Copper 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 Copper 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 Copper. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics 365 Business Central triggers actions in Copper, and a separate workflow where Copper 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 Copper. 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 Copper integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
