Connect Signwell and Microsoft Dynamics 365 Business Central
Integrate Signwell with Microsoft Dynamics 365 Business Central to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Shipment in Microsoft Dynamics 365 Business Central when Document Completed in Signwell
Create Sales Invoice in Microsoft-dynamics-365-business-central when Document Completed in Signwell
Create new Item in Microsoft-dynamics-365-business-central when Document Completed in Signwell
Find Shipment in Microsoft Dynamics 365 Business Central when Document Sent in Signwell
Create Sales Invoice in Microsoft-dynamics-365-business-central when Document Sent in Signwell
Popular Signwell + Microsoft Dynamics 365 Business Central flows
Start from a real workflow other teams are already running.
Choose a trigger
Signwell
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an action
Microsoft Dynamics 365 Business Central
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Find Shipment in Microsoft Dynamics 365 Business Central when Document Completed in Signwell
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Document Completed in Signwell
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Document Completed in Signwell
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Document Sent in Signwell
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Document Sent in Signwell
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Document Sent in Signwell
Use this flowFind Shipment in Microsoft Dynamics 365 Business Central when Document Viewed in Signwell
Use this flowCreate Sales Invoice in Microsoft-dynamics-365-business-central when Document Viewed in Signwell
Use this flowCreate new Item in Microsoft-dynamics-365-business-central when Document Viewed in Signwell
Use this flowSupported Triggers & Actions
Everything you can automate between Signwell and Microsoft Dynamics 365 Business Central.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
Do thisActions
Action is the task that follows automatically within your Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Signwell and Microsoft Dynamics 365 Business Central 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.
Yes. viaSocket uses instant triggers where available, so data moves between Signwell and Microsoft Dynamics 365 Business Central as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics 365 Business Central. No coding required.
Yes. You can set up a workflow where Signwell triggers actions in Microsoft Dynamics 365 Business Central, and a separate workflow where Microsoft Dynamics 365 Business Central triggers actions in Signwell. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Signwell and Microsoft Dynamics 365 Business Central. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Signwell and Microsoft Dynamics 365 Business Central integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
