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Microsoft Dynamics 365 Business Central + Plaid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Plaid

  • 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...
    Close
    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 Gmail

    Microsoft Dynamics 365 Business Central + Gmail

    Create Draft to Gmail from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Gmail Create Draft
  • Microsoft Dynamics 365 Business Central Gmail

    Microsoft Dynamics 365 Business Central + Gmail

    Send Email in Gmail when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Gmail Send Email
  • Microsoft Dynamics 365 Business Central Gmail

    Microsoft Dynamics 365 Business Central + Gmail

    Create Label to Gmail from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Gmail Create Label
  • Microsoft Dynamics 365 Business Central Google Sheets

    Microsoft Dynamics 365 Business Central + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Microsoft Dynamics 365 Business Central {{item.actionAppName}}

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics 365 Business Central + Plaid 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 Item

    Triggers when a new item 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.

  • Update Sales Order

    Updates an order.

  • Create payment recipient

    Create a new payment recipient

How Microsoft Dynamics 365 Business Central & Plaid Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Plaid.

    (2 minutes)

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