Integrations Microsoft Dynamics 365 Business Central Pipefy
Microsoft Dynamics 365 Business Central + Pipefy

Connect Microsoft Dynamics 365 Business Central and Pipefy to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Pipefy

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Pipefy

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Pipefy

Actions

Find Shipment

Find Shipment

Get an existing shipment details.

Create Sales Invoice

Create Sales Invoice

Creates new sales invoice.

Create new Item

Create new Item

Creates new item

Create Record

Create Record

Creates a new table record.

Create Card

Create Card

Creates a new card.

Delete Card

Delete Card

Delete a card using card id.

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Pipefy?

To start, connect both your Microsoft Dynamics 365 Business Central and Pipefy accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Pipefy (or vice versa).

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Pipefy?

Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Pipefy. This includes choosing which data fields go into which fields of Pipefy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics 365 Business Central and Pipefy?

The data sync between Microsoft Dynamics 365 Business Central and Pipefy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics 365 Business Central to Pipefy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics 365 Business Central and Pipefy?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and Pipefy. 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.

Microsoft Dynamics 365 Business Central

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

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Pipefy

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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