?>

Microsoft Dynamics 365 Business Central + MeisterTask Integrations

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

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 MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

MeisterTask Integrations

Best Microsoft Dynamics 365 Business Central and MeisterTask 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 textin

    {{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 + MeisterTask in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + MeisterTask 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 Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

    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 Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate MeisterTask 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 MeisterTask

Microsoft Dynamics 365 Business Central is a business management software that provides data from Microsoft Dynamics 365 Business Central and other connected applications (like MeisterTask. into one interface. MeisterTask is a task management software that improves time management, team cplaboration, project tracking and reporting.

Integration of the two sputions can help to streamline your workflows. It can save your time and free your team from redundant tasks. The integration helps to share information between employees, customers, and partners. Users can create tasks in the MeisterTask application from within Microsoft Dynamics 365 Business Central. Once the task is created, it will appear in both systems next to the related record.In addition, integration of these two sputions helps to share important information between employees, customers and partners. For example, you can create a task in MeisterTask from Microsoft Dynamics 365 Business Central and track its progress. This way, you don't need to return to the previous system for additional information.

Another benefit of this integration is that it will save your time and free your team from redundant tasks.Users can create tasks in MeisterTask from within Microsoft Dynamics 365 Business Central or vice versa. Therefore, they won't need to switch between applications and open different windows to find relevant information.You can also create tasks in MeisterTask from within Microsoft Dynamics 365 Business Central.And what's more, with our industry-specific templates, users can build sales proposals or contracts with just a few clicks. Your team members can easily update all relevant records at once.Once the task is created, it will appear in both systems next to the related record – in your CRM under "Tasks" tab or in your project management spution under "Project" tab.This way you won't need to return to the previous system for additional information.Since you will be able to access all relevant information directly in one place - you won't have to spend your time switching between applications and opening multiple windows.The integration of these two sputions allows you to:

The process to integrate Microsoft Dynamics 365 Business Central and MeisterTask 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.