Connect Xodo Sign and Microsoft Dynamics 365 Business Central to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
Ready to use Xodo Sign and Microsoft Dynamics 365 Business Central automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Sent
Triggers when a document is sent.
Document Completed
Triggers when a new document is completed.
Do thisActions
Action is the task that follows automatically within your Xodo Sign integrations.
Create Contact
Creates a contact
Find and Download Document
Finds and downloads a document
Send Reminder
Send Reminder to document.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
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Frequently Asked Questions
To start, connect both your Xodo Sign and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how Xodo Sign 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 Xodo Sign 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 Xodo Sign 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 Xodo Sign
Xodo Sign is a tool used to sign legally binding documents online on any device
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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