Connect Microsoft Dynamics 365 Business Central and Signwell to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
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 From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and Signwell accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Signwell (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Signwell. This includes choosing which data fields go into which fields of Signwell, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and Signwell 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 Signwell. 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
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