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Get Started FreeTriggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post an attachment to a task.
Post a comment to a task
Updates an existing task.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post an attachment to a task.
Post a comment to a task
Updates an existing task.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Choose ClickUp as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Dynamics 365 Business Central as the action app from the list.
Connect your Microsoft Dynamics 365 Business Central account & authenticate it.
Select the data you want to send from ClickUp to Microsoft Dynamics 365 Business Central & your AI Agent is ready!
New Folder
Create Customer
New Folder
Create Vendor
New Folder
Create Order Line Item
New Folder
Create Employee
New Folder
Update Sales Order
ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.
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.
The integration between ClickUp and Microsoft Dynamics 365 Business Central is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating ClickUp with Microsoft Dynamics 365 Business Central, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the ClickUp-Microsoft Dynamics 365 Business Central integration:
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