Connect Microsoft Dynamics 365 Business Central and Folderit 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 an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Folderit
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Folderit
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and Folderit accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Folderit (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Folderit. This includes choosing which data fields go into which fields of Folderit, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and Folderit 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 Folderit. 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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
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