Connect Microsoft Dynamics 365 Business Central and Otter.ai 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!
- Request a new Action for Otter.ai
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Otter.ai
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Otter.ai
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
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 Otter.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Otter.ai (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Otter.ai. This includes choosing which data fields go into which fields of Otter.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and Otter.ai 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 Otter.ai. 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 Otter.ai
Otter.ai is a powerful transcription service that leverages AI technology to convert spoken language into written text. It is widely used for transcribing meetings, lectures, interviews, and other audio content, providing users with accurate and searchable transcripts. Otter.ai is ideal for professionals, students, and anyone who needs to capture and organize spoken information efficiently.
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