Connect Visualvisitor and Microsoft Dynamics 365 Business Central to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Visualvisitor
Choose an Action
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Enable Integrations or automations with these events of Visualvisitor and Microsoft Dynamics 365 Business Central
Enable Integrations or automations with these events of Visualvisitor and Microsoft Dynamics 365 Business Central
Actions
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
PlusPerson Create a bulk leads job
Create a job to bulk upload leads efficiently in one go.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
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Frequently Asked Questions
To start, connect both your Visualvisitor and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in Visualvisitor triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how Visualvisitor 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 Visualvisitor 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 Visualvisitor 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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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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