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Connect Microsoft Dynamics 365 Business Central to Cloze

Name: Microsoft Dynamics 365 Business Central to Cloze Integration
Availability: InStock

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

5-minute setup

Enterprise secure

No coding required

Why Connect Microsoft Dynamics 365 Business Central & Cloze?

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

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

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.