Integrations Microsoft Dynamics 365 Business Central ZipBooks
Microsoft Dynamics 365 Business Central + ZipBooks

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

ZipBooks

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and ZipBooks

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and ZipBooks

Actions

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

Get Contacts

Get Contacts

Retrieve a list of contacts.

Get Estimates

Get Estimates

Get your estimates to review, report on, or use in other workflows.

Get all invoices

Get all invoices

Get all invoices from ZipBooks.

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Frequently Asked Questions

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

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

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

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

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

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

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 ZipBooks?

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

About ZipBooks

ZipBooks is a modern online accounting and invoicing platform designed for small businesses and freelancers. With the ZipBooks API, you can automate financial workflows such as managing contacts, invoices, estimates, and other accounting data directly from your automation flows. This integration allows you to securely connect your ZipBooks account and programmatically fetch or manage business data, enabling seamless synchronization with CRMs, spreadsheets, reporting tools, and other business applications.

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