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Connect Microsoft Dynamics 365 Business Central to Workamajig

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

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics 365 Business Central & Workamajig?

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

Microsoft Dynamics 365 Business Central logo

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

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Workamajig

Triggers (3)

New Activity

Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.

polling
New Company

Emit new event when a new company is created in Workamajig

polling
Updated Opportunity

Emit new event when an opportunity is updated.

polling

Actions (4)

Create a Company

Creates a new company in Workamajig. See the documentation

Create Activity

Initiates the creation of a fresh activity in Workamajig. See the documentation

List Company Key Options

Retrieves available options for the Company Key field.

Update Contact

This component updates a specific contact in Workamajig. 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 Workamajig trigger → Update Microsoft Dynamics 365 Business Central

Bi-directional
WorkamajigWorkamajig

New Activity

Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Business Central

Create Customer

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics 365 Business Central and Workamajig 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 Microsoft Dynamics 365 Business Central and Workamajig with 3 public triggers available for instant updates.

Automated Actions

Execute 8 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 Microsoft Dynamics 365 Business Central and Workamajig in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

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

Error Handling

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

Workamajig logoMicrosoft Dynamics 365 Business Central logo

Reverse Integration Available

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

View Integration
Microsoft Dynamics 365 Business Central logo

All Microsoft Dynamics 365 Business Central Integrations

Explore all available Microsoft Dynamics 365 Business Central connections

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All Workamajig Integrations

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