Integrations Microsoft Dynamics 365 Business Central SnapEngage
Microsoft Dynamics 365 Business Central + SnapEngage

Integrate Microsoft Dynamics 365 Business Central and SnapEngage with viaSocket

Microsoft Dynamics 365 Business Central already connects with hundreds of apps. SnapEngage's automation is still on its way. Want to speed that up?

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Supported Triggers & Actions

Everything you can automate between Microsoft Dynamics 365 Business Central and SnapEngage.

When this happensTrigger

No trigger available

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

Request a new Action for Microsoft Dynamics 365 Business Central
How to build your first workflow with viaSocket
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  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central + SnapEngage
Microsoft Dynamics 365 Business Central logo

About Microsoft Dynamics 365 Business Central

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

Learn more
Integrations SnapEngage
SnapEngage + Microsoft Dynamics 365 Business Central
SnapEngage logo

About SnapEngage

SnapEngage is a powerful live chat solution designed to enhance customer engagement and support. It offers businesses the ability to connect with their website visitors in real-time, providing instant assistance and improving customer satisfaction. With features like chatbots, integrations with CRM systems, and analytics, SnapEngage helps businesses streamline their communication processes and boost their customer support capabilities.

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central and SnapEngage?

Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics 365 Business Central and SnapEngage accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics 365 Business Central and SnapEngage as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Microsoft Dynamics 365 Business Central to SnapEngage?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SnapEngage. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Microsoft Dynamics 365 Business Central triggers actions in SnapEngage, and a separate workflow where SnapEngage triggers actions in Microsoft Dynamics 365 Business Central. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Microsoft Dynamics 365 Business Central and SnapEngage. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Microsoft Dynamics 365 Business Central and SnapEngage integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.