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Microsoft Dynamics 365 Business Central + CloudTalk Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and CloudTalk

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

CloudTalk Integrations

Best Microsoft Dynamics 365 Business Central and CloudTalk Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Asana

    CloudTalk + Asana

    Create Asana tasks for missed CloudTalk Calls Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Call
     
    Then do this...
    Asana Create Task
    Asana is an app for project management. By using this Appy Pie Connect automation, you can create Asana tasks to CloudTalk calls you missed. After setting this integration, Appy pie Connect will create Asana tasks when CloudTalk missed calls are detected. This is useful if you want to make sure those notifications get followed up on.
    How This Integration Works
    • A new missed call in detected in CloudTalk
    • Appy Pie Connect creates a task in Asana
    What You Need
    • CloudTalk account
    • Asana account
  • Microsoft Dynamics 365 Business Central Slack

    CloudTalk + Slack

    Send Slack messages when CloudTalk calls are missed Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Call
     
    Then do this...
    Slack Send Channel Message
    Do you ever miss out on a CloudTalk call because you are not at your desk? Appy Pie Connect can make sure you never miss out again! With this integration, as soon as someone on your CloudTalk team misses a call Appy Pie Connect will send a Slack message to let them know. All they have to do is click the message and join the call from their computer or smartphone.
    How This CloudTalk-Slack Integration Works
    • When you missed a call in CloudTalk
    • Appy Pie Connect sends a channel message in Slack
    What You Need
    • CloudTalk account
    • Slack account
  • Microsoft Dynamics 365 Business Central Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + CloudTalk in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + CloudTalk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Actions
  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Microsoft Dynamics 365 Business Central & CloudTalk Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select CloudTalk as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate CloudTalk with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.