Connect Microsoft Dynamics 365 Business Central and Docusign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Dynamics 365 Business Central
Choose an Action
Automatically do this!
Create Workspace
Update Workspace
Delete Workspace
List/Search Workspace
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Docusign
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Docusign
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Docusign (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and Docusign 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 Docusign. 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 Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
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