Microsoft Dynamics 365 Business Central + AppDirect Integration
Integrate AppDirect to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each lead handled. Create records, update accounts, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
subscription is created in AppDirect Instant- Lead is Updated in AppDirect Instant
- Lead is Deleted in AppDirect Instant
- Lead is Created in AppDirect Instant
- Invoice is Updated in AppDirect Instant
- Invoice is Deleted in AppDirect Instant
- Invoice is Created in AppDirect Instant
- Company is Updated in AppDirect Instant
- Company is Deleted in AppDirect Instant
- Company is Created in AppDirect Instant
- subscription is updated in AppDirect Instant
- subscription is deleted in AppDirect Instant
- quote is created in AppDirect Instant
- membership is updated in AppDirect Instant
- membership is deleted in AppDirect Instant
- membership is created in AppDirect Instant
- Proposal status is changed in AppDirect Instant
- Proposal is approved in AppDirect Instant
- Proposal is sent in AppDirect Instant
2.
- Update record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
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Ready Workflows for Microsoft Dynamics 365 Business Central + AppDirect Integration
Capture leads, create business central records, update invoices, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your AppDirect + Microsoft Dynamics 365 Business Central (Beta flow
Sync your commerce and enterprise data with external CRMs, marketing tools, and sheets for complete operational visibility. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Salesforce (4)
Salesforce (4) +
HubSpot (4)
HubSpot (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Google Sheets (4)
Google Sheets (4) A
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When a lead is created in AppDirect, create a Business Central record and set up a customer in Stripe.
New AppDirect leads instantly create records in Microsoft Dynamics 365 Business Central (Beta and set up new customers in Stripe without manual data entry.
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When an invoice is created in AppDirect, create a Business Central record and generate a Stripe charge.
AppDirect invoices automatically generate Business Central records and trigger payment processing in Stripe.
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When a company is created in AppDirect, update the Business Central record and add a subscriber in Stripe.
New company registrations in AppDirect update Business Central records and provision subscriber accounts in Stripe.
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When a subscription is created in AppDirect, create a Business Central record and set up billing in Stripe.
New subscriptions in AppDirect trigger Business Central record creation and establish active billing profiles in Stripe.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and AppDirect
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
AppDirect Triggers & Actions
Instant
Proposal status is changed in AppDirect
Triggers when a proposal status is changed in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Status Changed', 4) Enter your webhook URL, 5) Save the w
Try it → Instant
Proposal is approved in AppDirect
Triggers when a proposal is approved in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Approved', 4) Enter your webhook URL, 5) Save the webhook confi
Try it → Instant
Proposal is sent in AppDirect
Triggers when a proposal is sent in ArcSite. To set up this webhook: 1) Go to your ArcSite admin dashboard, 2) Navigate to Webhooks section, 3) Add a new webhook with event type 'Proposal Sent', 4) Enter your webhook URL, 5) Save the webhook configuration
Try it → What can you automate with AppDirect + Microsoft Dynamics 365 Business Central (Beta?
Streamline your commerce operations, synchronise financial records, and automate multi-step workflows between AppDirect and Microsoft Dynamics 365 Business Central (Beta.
🔄
Create Business Central records from AppDirect leads
Automatically create a record in Microsoft Dynamics 365 Business Central (Beta the moment a Lead is Created in AppDirect. Eliminate manual data entry and keep your CRM and ERP completely in sync.
📋
Capture every submitted custom field
Map all available lead attributes, company details, and line items into your ERP records instead of just basic contact info. Your database becomes a complete source of truth.
🔔
Notify your team instantly on Slack
Send immediate channel alerts whenever a new invoice or subscription is created in AppDirect. Keep finance and sales teams informed the second revenue lands.
🔀
Route records based on submitted criteria
Take different actions depending on specific fields submitted in AppDirect proposals or quotes. Direct high-value enterprise accounts to priority workflows automatically.
✏️
Keep financial records up to date
Automatically update existing Business Central records whenever subscription statuses or company profiles change in AppDirect. Maintain accurate historical data without manual edits.
🔍
Search and update instead of creating duplicates
Check if an account already exists in Business Central before creating a new entry. Prevent duplicate records and keep your customer database clean.
💳
Handle later status changes and approvals
Trigger automated updates in your ERP when subscription renewals occur, invoices are paid, or proposals are approved in AppDirect. Manage your lifecycle stages effortlessly.
🌐
Extend your workflow to external apps
Connect your core AppDirect and Microsoft Dynamics 365 Business Central (Beta flow to Slack, HubSpot, or Google Sheets to trigger multi-app operations in a single click.
And much more...
Who is AppDirect + Microsoft Dynamics 365 Business Central (Beta integration for?
Finance teams, sales managers, and subscription administrators relying on AppDirect and Microsoft Dynamics 365 Business Central (Beta eliminate manual data entry and keep financial records fully synchronized.
Financial analysts
Sales managers
Account executives
Subscription operations teams
Billing specialists
Revenue accountants
📈
Financial analysts
You're reviewing revenue metrics from AppDirect but your accounting ledger only updates when someone manually exports records, so the totals you're reporting against are always a few hours behind — with this integration, every new invoice lands in your system instantly and your data stays current.
⚡
Sales managers
You're managing incoming prospects in AppDirect but find out about new leads hours after submission, so your team misses the window for fast outreach — automating both apps means every new lead creates a business central record instantly and your reps can follow up right away.
🤝
Account executives
You're overseeing corporate proposals in AppDirect while clients ask for immediate updates on their order progress, so you spend valuable time cross-checking records — with this integration, proposal changes update your central accounts immediately and your pipeline stays accurate.
🔄
Subscription operations teams
You're processing high volumes of recurring subscriptions in AppDirect that require manual data entry into your ERP, so human errors slip into your accounts — automating both apps means every subscription event updates your ledger instantly and your records remain error-free.
📋
Billing specialists
You're responsible for invoicing customers as soon as sales hand over new company accounts from AppDirect, so delays in manual handoffs stall your billing cycle — connecting these apps means every company creation triggers your financial workflow and your billing runs on schedule.
📊
Revenue accountants
You need a reliable audit history of every transaction and keep finding gaps where manual entries were missed between commerce and ERP systems — with this integration, every transaction creates a permanent record automatically and your financial history stays complete.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + AppDirect
Build and manage your Microsoft Dynamics 365 Business Central + AppDirect automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + AppDirect with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Frequently Asked Questions
How do I connect AppDirect to Microsoft Dynamics 365 Business Central (Beta?
You can connect AppDirect to Microsoft Dynamics 365 Business Central (Beta instantly using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your custom workflow alongside tools like Slack, HubSpot, and Google Sheets.
Can I automatically create Business Central records when new leads arrive in AppDirect?
Can I connect AppDirect, Microsoft Dynamics 365 Business Central (Beta, and Slack?
What is a good Zapier alternative for AppDirect and Microsoft Dynamics 365 Business Central (Beta?
How does AppDirect handle data synchronization with Business Central?
Can I update existing Microsoft Dynamics 365 Business Central records from AppDirect events?
Do I need coding skills to automate AppDirect and Microsoft Dynamics 365 Business Central (Beta?
Is the AppDirect and Microsoft Dynamics 365 Business Central (Beta integration free?
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