Connect Microsoft Dynamics 365 Business Central and Cody.ai
Integrate Microsoft Dynamics 365 Business Central with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when New Bot in getCody.ai
Create Sales Invoice in Microsoft-dynamics-365-business-central when New Bot in getCody.ai
Create new Item in Microsoft-dynamics-365-business-central when New Bot in getCody.ai
Find Shipment in Microsoft Dynamics 365 Business Central when New Message in getCody.ai
Create Sales Invoice in Microsoft-dynamics-365-business-central when New Message in getCody.ai
Popular Microsoft Dynamics 365 Business Central + Cody.ai flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics 365 Business Central
When this happens...
- Request a new Trigger for Microsoft Dynamics 365 Business Central
Choose an action
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Find Shipment in Microsoft Dynamics 365 Business Central when New Bot in getCody.ai
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Bot in getCody.ai
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Bot in getCody.ai
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Message in getCody.ai
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Message in getCody.ai
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Message in getCody.ai
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Folder in getCody.ai
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when New Folder in getCody.ai
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when New Folder in getCody.ai
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when New Conversation in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics 365 Business Central and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
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 Document
Uploads text content to a new document in your knowledge base.
Create Document from Webpage
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete Document
Delete a Document
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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AI will build it for you
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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics 365 Business Central and Cody.ai 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 Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics 365 Business Central triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. 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 Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
