Integrations Microsoft Dynamics 365 Business Central Productive.io
Microsoft Dynamics 365 Business Central + Productive.io

Connect Microsoft Dynamics 365 Business Central and Productive.io to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Productive.io

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

New task created.

New Task Updated

New Task Updated

New task updated

New Invoice

New Invoice

Trigger when new invoice is created

Invoice Updated

Invoice Updated

Trigger when new invoice is created

New deal

New deal

Trigger when new deal is created.

Updated Deal

Updated Deal

Trigger when new deal is updated.

Do thisActions

Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.

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 Company

Create Company

Creates company

Create Booking

Create Booking

Creates a new booking.

Create Project

Create Project

Create a new project.

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Productive.io?

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

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Productive.io?

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

How often does the data sync between Microsoft Dynamics 365 Business Central and Productive.io?

The data sync between Microsoft Dynamics 365 Business Central and Productive.io 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 Productive.io?

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 Productive.io?

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

About Productive.io

Productive is a project management tool that includes everything you need to run a profitable agency.

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