
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and smarttouch-nexgen-crm
Get an existing shipment details.
Creates new sales invoice.
Creates new item

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Dynamics 365 Business Central and smarttouch-nexgen-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in smarttouch-nexgen-crm (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in smarttouch-nexgen-crm. This includes choosing which data fields go into which fields of smarttouch-nexgen-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and smarttouch-nexgen-crm 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 smarttouch-nexgen-crm. 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 Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn MoreSmartTouch® NexGen is a CRM that allows for management of home buyer and broker engagement to sell more homes faster.
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