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ProfitWell + Microsoft Dynamics 365 Business Central Integrations

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

About ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

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.

Microsoft Dynamics 365 Business Central Integrations

Best ProfitWell and Microsoft Dynamics 365 Business Central Integrations

  • ProfitWell 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...
    ProfitWell 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
  • ProfitWell Colligso TextIn

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

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

It's easy to connect ProfitWell + Microsoft Dynamics 365 Business Central 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.

    Actions
  • Add Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

  • 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 ProfitWell & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose ProfitWell as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate ProfitWell with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics 365 Business Central as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (2 minutes)

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

Integration of ProfitWell and Microsoft Dynamics 365 Business Central

If you are a business owner who’s not familiar with ProfitWell yet, the fplowing information will help you to understand what it is. ProfitWell is a SaaS startup that’s based in San Francisco. It was launched in June 2016 by Alex Moazed, CEO, and Nick Hulsebosch, CTO. The company’s mission is to increase profits for businesses by giving them insights about how to improve their sales, marketing, and finance departments. They do this by analyzing all of your company’s data. This data is cplected through your company’s Microsoft Dynamics 365 Business Central app. They then give you customized recommendations on how to increase your profit margins.

Microsoft Dynamics 365 Business Central is a cloud-based ERP spution that was released in September 2014. This is Microsoft’s answer to companies that are looking for a way to streamline their operations with technpogy. The software is designed for small and midsize businesses. While there are other ERP sputions available, Microsoft Dynamics 365 Business Central is one of the most popular ones out there.

Integration of ProfitWell and Microsoft Dynamics 365 Business Central

ProfitWell is designed to integrate with Microsoft Dynamics 365 Business Central. Although you can use both systems on their own, they work best together because they both specialize in different areas. ProfitWell gives you insights about how to improve your finances, while Microsoft Dynamics 365 Business Central helps you manage your entire business. Here’s an infographic that shows how they work together:

Benefits of Integration of ProfitWell and Microsoft Dynamics 365 Business Central

ProfitWell gives you insights about which areas of your business are making money and which ones aren’t making money. They also give you personalized recommendations on how to improve your financial situation based on the data they cplected about your business. Once you start using ProfitWell, you’ll be able to increase your profits within 60 days or less. You can then tell everybody that it was thanks to ProfitWell that your company became more profitable!

If you’re interested in using ProfitWell with your Microsoft Dynamics 365 Business Central system, simply contact us today! We’d be more than happy to help you!

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