
When this happens...
New Idea Posted
New Message Arrives
New Comment Is Posted to a Task

Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new idea is posted in a specific channel.
Runs when new message arrives in the selected channel.
Runs when new comment is posted to a task
Action is the task that follows automatically within your Swit integrations.
Creates a new channel in the selected workspace.
Post an idea to a chosen channel.
Post a plain-text message to a selected channel.
Create a project in the selected workspace.
Create a new task in a selected project.
Posts a comment to a selected task.

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To start, connect both your Swit and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in Swit triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how Swit 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 Swit 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 Swit 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.
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
Learn MoreMicrosoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
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