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Connect Cloze to Microsoft Dynamics 365 Business Central

Automate workflows and sync data between Cloze and Microsoft Dynamics 365 Business Central with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Cloze & Microsoft Dynamics 365 Business Central?

Intelligent Automation Workflows

Leverage 3 available triggers from Cloze to execute 4 targeted actions in Microsoft Dynamics 365 Business Central automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Cloze and Microsoft Dynamics 365 Business Central perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Cloze and Microsoft Dynamics 365 Business Central for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Cloze

Triggers (3)

Company Change (Instant)

Emit new event when significant changes regarding a company are detected. See the documentation.

webhook

Person Change (Instant)

Emit new event when significant changes happen to a person. See the documentation.

webhook

Project Change (Instant)

Emit new event when a significant change occurs in a project. See the documentation.

webhook

Actions (3)

Create Note

Creates a note in Cloze. See the documentation.

Create Or Update Company

Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.

Create Or Update Project

Create a new project or merge updates into an existing one. See the documentation.

Microsoft Dynamics 365 Business Central

Actions (4)

Create Customer

Creates a new customer. See the documentation

Get Sales Order

Retrieves a sales order by ID. See the documentation

List Company ID Options

Retrieves available options for the Company ID field.

Update Customer

Updates an existing customer. See the documentation

Integration Features

Real-time data synchronization

Bi-directional sync capabilities

Custom field mapping

Advanced filtering options

Error handling & retry logic

Activity monitoring & logs

Popular Workflows

When Cloze trigger → Create/Update in Microsoft Dynamics 365 Business Central

Most Popular

Cloze

Company Change (Instant)

Microsoft Dynamics 365 Business Central

Create Customer

How It Works

1

Connect Apps

Authenticate your Cloze and Microsoft Dynamics 365 Business Central accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Cloze and Microsoft Dynamics 365 Business Central with 3 public triggers available for instant updates.

Automated Actions

Execute 7 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Cloze and Microsoft Dynamics 365 Business Central in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Cloze and Microsoft Dynamics 365 Business Central with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Reverse Integration Available

Also connect Microsoft Dynamics 365 Business Central to Cloze for bidirectional automation

View Integration

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