Integrations Microsoft Dynamics 365 Business Central workast
Microsoft Dynamics 365 Business Central + workast

Connect Microsoft Dynamics 365 Business Central and workast to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

workast

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Triggers when a new task is created in your Workast account.

Request a new Trigger for Microsoft Dynamics 365 Business Central

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 a Task

Create a Task

create a task in workast app.

Create a Space

Create a Space

create a new space in workast.

Creates a Subtask

Creates a Subtask

Creates a new subtask on a task.

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Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and workast?

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

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in workast?

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

How often does the data sync between Microsoft Dynamics 365 Business Central and workast?

The data sync between Microsoft Dynamics 365 Business Central and workast 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 workast?

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 workast?

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

About workast

Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.

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