Microsoft Dynamics 365 Business Central + Flowlu Integration

Integrate Flowlu to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each invoice handled. Track finances, sync customer data, create records, and update projects automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu Instant
Arrow Right
2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Flowlu Integration

Create financial records, update client accounts, sync projects, and streamline operations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Flowlu + Microsoft Dynamics 365 Business Central (Beta flow

Extend your financial and project workflows by syncing data to your CRM, notifying your team, and keeping records updated. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Flowlu
+
SalesforceSalesforce (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
MailchimpMailchimp (3)
F
M
S
Create a Microsoft Dynamics 365 Business Central (Beta record when a Flowlu invoice is created, and add the contact in Salesforce.
Flowlu invoices automatically update Microsoft Dynamics 365 Business Central (Beta and create matching contacts in Salesforce without manual re-entering.
F
M
S
When a Flowlu project is created, update the matching Microsoft Dynamics 365 Business Central (Beta record and log it in Salesforce.
Track Flowlu projects across Microsoft Dynamics 365 Business Central (Beta and Salesforce instantly.
F
M
S
Use Claude to summarise Flowlu CRM accounts, create Microsoft Dynamics 365 Business Central (Beta records, and update Salesforce.
AI-powered summaries of Flowlu accounts update your Microsoft Dynamics 365 Business Central (Beta and Salesforce databases automatically.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Flowlu

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
Try it →
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
Try it →
Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
Try it →
Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
Try it →
Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
Try it →
Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
Try it →
Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
Try it →
Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
Try it →
Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
Try it →
Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
Try it →
Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Search opportunity source in Flowlu
Try it →
Create invoice item in Flowlu
Generates and add a new item to an invoice
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
Try it →
Delete project in Flowlu
Removes a project from the system
Try it →
Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
Try it →
Create estimate in Flowlu
Adds a new contact to the contact list
Try it →
Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
Try it →
Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
Try it →

What can you automate with Flowlu + Microsoft Dynamics 365 Business Central (Beta?

Streamline your financial workflows by connecting Flowlu events directly to Microsoft Dynamics 365 Business Central (Beta records.

What you can automate?
🔄
Sync Flowlu invoices to Microsoft Dynamics 365 Business Central (Beta records automatically
Eliminate manual bookkeeping by sending every new invoice from Flowlu straight into Microsoft Dynamics 365 Business Central (Beta the moment it is generated.
📋
Capture every submitted invoice and project field
Map line items, billing amounts, and metadata from Flowlu into separate Microsoft Dynamics 365 Business Central (Beta fields instead of basic summaries.
🔔
Alert your finance team instantly on new records
Notify stakeholders the second a financial transaction occurs so billing reviews and follow-ups happen without delay.
🔀
Route records based on submitted project parameters
Apply conditional rules to direct high-value invoices or priority projects to specific departments in Microsoft Dynamics 365 Business Central (Beta.
🔄
Keep financial records updated as invoices change
Automatically update existing Microsoft Dynamics 365 Business Central (Beta records whenever corresponding invoice details are modified in Flowlu.
👥
Prevent duplicate records during customer updates
Search existing CRM accounts before creating new entries to keep your database clean and free of duplicate records.
⚙️
Handle later status changes and project completions
Trigger automated updates in Microsoft Dynamics 365 Business Central (Beta when Flowlu projects are closed or invoices are marked paid.
🔗
Extend your workflow to Slack for team updates
Connect your core automation flow with Slack to broadcast important transaction alerts to your internal channels.
And much more...

Who is Flowlu + Microsoft Dynamics 365 Business Central (Beta integration for?

Financial managers, project leads, and operations teams using Flowlu and Microsoft Dynamics 365 Business Central (Beta eliminate manual data entry and keep financial records perfectly aligned.

Financial analysts
Financial analysts
Operations directors
Operations directors
Account managers
Account managers
Billing administrators
Billing administrators
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Financial analysts
You pull invoice numbers from Flowlu to report on revenue, but manual exports leave your financial dashboards out of date until someone finishes copying rows — this integration means every new invoice updates Microsoft Dynamics 365 Business Central (Beta instantly and your financial reporting stays accurate.
Operations directors
You need to act fast when new projects launch in Flowlu, but delays in updating your ERP leave your team working off stale operational data — this integration means project creation triggers instant record updates in Microsoft Dynamics 365 Business Central (Beta and your operational visibility remains crystal clear.
🤝
Account managers
You answer to clients who want immediate confirmation of their billing status, but finding invoice records across separate systems slows down your replies — this integration means billing data syncs automatically and client queries are answered with up-to-date records.
📊
Billing administrators
The sheer volume of daily invoices generated in Flowlu makes manual entry into Microsoft Dynamics 365 Business Central (Beta impossible to keep up with without errors — this integration means every invoice is logged automatically and data entry backlogs disappear.
🛠️
Project coordinators
You depend on upstream account handoffs in Flowlu to start task planning, but delayed system updates stall your team's workflow — this integration means project triggers flow instantly into your management stack and execution begins without friction.
📋
Compliance officers
You need an unbroken history of financial transactions and CRM updates, but manual record-keeping leaves audit gaps in your logs — this integration means every transaction creates an unalterable audit trail across both platforms.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Flowlu

Build and manage your Microsoft Dynamics 365 Business Central + Flowlu automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Flowlu with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Flowlu to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect Flowlu to Microsoft Dynamics 365 Business Central (Beta in 1 click using Integrately. Choose from pre-built templates or ask Integrately AI to build the automation for your exact workflow.
Can I automatically sync Flowlu invoices to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Can I connect Flowlu, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does Flowlu handle invoice data during transfers to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta receive project updates from Flowlu?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the Flowlu and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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