Connect Rocketlane and Microsoft Dynamics 365 Business Central to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
Project Updated
Task Updated
Choose an Action
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Ready to use Rocketlane and Microsoft Dynamics 365 Business Central automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when project is created
Project Updated
Triggers when a project is updated.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your Rocketlane integrations.
Create Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
Delete Project
Deletes a project.
Import Templates To Project
Imports one or more templates into a project.
Update Project
Updates a project.
Know More About Rocketlane and Microsoft Dynamics 365 Business Central Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Rocketlane and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in Rocketlane triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how Rocketlane data is recorded in Microsoft Dynamics 365 Business Central. This includes choosing which data fields go into which fields of Microsoft Dynamics 365 Business Central, setting up custom formats, and filtering out unwanted information.
The data sync between Rocketlane and Microsoft Dynamics 365 Business Central 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 Rocketlane and Microsoft Dynamics 365 Business Central. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
Learn MoreAbout Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
Learn More
