Connect Microsoft Dynamics 365 Business Central and DocsBot to Build Intelligent Automations
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and DocsBot
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and DocsBot
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Ask Question
Ask a new question to your DocsBot and get an answer.
Create Web Source
Creates a new source to train a bot.
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and DocsBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in DocsBot (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in DocsBot. This includes choosing which data fields go into which fields of DocsBot, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and DocsBot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and DocsBot. 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.
About Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn MoreAbout 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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