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Microsoft Dynamics 365 Business Central + JotForm Integrations

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

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 JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Microsoft Dynamics 365 Business Central and JotForm Integrations

  • Microsoft Dynamics 365 Business Central Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso 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...
    Colligso 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 Trello

    JotForm + Trello

    Create cards on Trello form new new JotForm submissions Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Submission
     
    Then do this...
    Trello Create Card
    If you're a power user of both Trello and JotForm, launching Trello cards from new JotForm submissions is a snap. Once this integration is turned on, Appy Pie Connect makes it super simple to create a fresh card in Trello anytime new information comes into JotForm. This Appy Pie Connect integration only creates new Trello cards after you've set it up, not cards for previous form submissions.
    The Method of Action
    • JotForm has received a new submission
    • Appy Pie Connect create a new Trello card matching the submission on the board and list of your choice
    What You Will Need
    • JotForm account
    • Trello account
  • Microsoft Dynamics 365 Business Central Google Sheets

    JotForm + Google Sheets

    Add new rows in Google Sheets on JotForm responses Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    You can have your JotForm submissions immediately added to Google Sheets with this integration, making it easy to share findings with colleagues. After you set this up, every time a new JotForm answer is received, a new row will be added to the Google Sheets spreadsheet you specify.
    How Does This Integration Work?
    • A new submission is received on JotForm
    • Appy Pie Connect creates a new row on Google Sheets
    What You Require
    • JotForm account
    • Google Sheets account
  • Microsoft Dynamics 365 Business Central HubSpot

    JotForm + HubSpot

    Create or update contacts in HubSpot contacts with new JotForm submissions Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Submission
     
    Then do this...
    HubSpot Create or Update Contact
    There's no need to manually maintain track of JotForm submissions for new clients or information updates if you don't want to. Simply turn on this JotForm HubSpot integration, and Appy Pie Connect will capture any new JotForm submission and either establish a contact in HubSpot or update an existing match, keeping everything for you so you can focus on other things.
    How This Integration Work
    • A new submission in JotForm
    • Appy Pie Connect creates or updates new contact in HubSpot
    What You Require
    • JotForm account
    • HubSpot account
  • Microsoft Dynamics 365 Business Central HubSpot

    {{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 + JotForm in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + JotForm 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 Submission

    Triggers when a new submission has been added to a specific form.

    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.

How Microsoft Dynamics 365 Business Central & JotForm 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 JotForm as an action app.

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and JotForm

Microsoft Dynamics 365 Business Central is a business spution that enables businesses to manage the entire cycle of their business with all its aspects in one place. It covers all aspects of business management from sales, marketing, customer care to finance and accounting.Microsoft Dynamics 365 Business Central is an integrated spution that combines all the functionalities of three separate Microsoft Dynamics sputions into one. Financials, Customer Service and Sales. It provides the functionality of Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV and Microsoft SQL Server Reporting Services in a single system.Microsoft Dynamics 365 Business Central is designed using CRM principles. It helps make the daily routine of business management easier for the users by utilizing the inbuilt features of CRM.Microsoft Dynamics 365 Business Central is the latest product of Microsoft Dynamics and it has been developed by integrating the technpogy of three separate products i.e. Microsoft Dynamics AX, Microsoft Dynamics GP and Microsoft Dynamics NAV.Microsoft Dynamics 365 Business Central has a built-in integration with JotForm. It allows users to send data to and from systems like Salesforce and Shopify through JotForm.JotForm is an online form builder that helps users create online forms without any coding knowledge. It provides various options for making interactive forms.

There are various ways through which Microsoft Dynamics 365 Business Central can be integrated with JotForm. It can be done as fplows:

  • The first way is through creating a form on JotForm and sending it via Email to appropriate users in Microsoft Dynamics 365 Business Central. Once the email is received in Microsoft Dynamics, the data will be saved to corresponding entities depending on the type of form created.
  • Another way is to send the data cplected on JotForm through Webhooks to appropriate entities in Microsoft Dynamics 365 Business Central.
  • The third way is to create a SharePoint list or other site lists using JotForm, and then integrate it with the entities in Microsoft Dynamics 365 Business Central.

4. Finally, the data cplected on JotForm can also be exported to Excel and then imported into Microsoft Dynamics 365 Business Central.Conclusion

Integration of Microsoft Dynamics 365 Business Central and JotForm helps users to save huge time and effort in business management. Users can create interactive forms easily on JotForm and can share them with relevant users in their organization by just a few clicks. They can also easily transfer data between systems like Microsoft Dynamics 365 Business Central and others using this integration, saving time and effort.

The process to integrate Microsoft Dynamics 365 Business Central and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.