Connect Microsoft Dynamics 365 Business Central and SignDesk 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!
Get request structure
Fetch Form Configuration
Create CLM Request
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and SignDesk
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and SignDesk
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Get request structure
Gets a request structure for a specific form.
Fetch Form Configuration
Fetch a specific Form Configuration.
Create CLM Request
Creates a CLM request.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and SignDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in SignDesk (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in SignDesk. This includes choosing which data fields go into which fields of SignDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and SignDesk 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 SignDesk. 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 SignDesk
SignDesk is a comprehensive digital documentation platform that streamlines the process of document creation, signing, and management. It offers a secure and efficient way to handle contracts, agreements, and other important documents electronically, reducing the need for physical paperwork and enhancing productivity.
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