Integrations Microsoft Dynamics 365 Business Central Customer.io
Microsoft Dynamics 365 Business Central + Customer.io

Connect Microsoft Dynamics 365 Business Central and Customer.io to Build Intelligent Automations

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Microsoft Dynamics 365 Business Central

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Customer.io

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Ready to use Microsoft Dynamics 365 Business Central and Customer.io automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Customer Events

Customer Events

Triggers when Events are performed on customer

Email Events

Email Events

Triggers when Events are performed on Email.

In-app Message Events

In-app Message Events

Triggers when Events are performed on messages.

Push Events

Push Events

Triggers when a push notification is drafted.

SMS Events

SMS Events

Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).

Slack Events

Slack Events

Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.

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Do thisActions

Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.

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

List campaigns

List campaigns

Returns a list of all of your collections, including the name and schema for each collection.

Create manual segment

Create manual segment

Create a manual segment with a name and a description. This request creates an empty segment

Delete a segment

Delete a segment

Delete a manual segment.

Request a new Action for Microsoft Dynamics 365 Business Central

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Customer.io?

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

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Customer.io?

Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics 365 Business Central and Customer.io?

The data sync between Microsoft Dynamics 365 Business Central and Customer.io 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 Microsoft Dynamics 365 Business Central to Customer.io?

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 Microsoft Dynamics 365 Business Central and Customer.io?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and Customer.io. 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.

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

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Customer.io

About Customer.io

Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.

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