Connect Template To and Microsoft Dynamics 365 Business Central to Build Intelligent Automations
Ready to use Template To and Microsoft Dynamics 365 Business Central automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template
Retrieve templates created within the last N minutes, where N is provided by the scheduledTime input.
Do thisActions
Action is the task that follows automatically within your Template To integrations.
Create File
Create a PDF from a TemplateTo template using the provided JSON data.
Create Template
Create an existing template.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Know More About Templateto and Microsoft Dynamics 365 Business Central Integrations
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Frequently Asked Questions
To start, connect both your Template To and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in Template To triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how Template To 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 Template To 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 Template To 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 Template To
TemplateTo allows you to easily create Liquid-based templates for your documents. Utilise our drag-and-drop editor or provide your HTML.
Learn MoreAbout 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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