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Connect Planning Center to Microsoft Dynamics 365 Business Central

Use 3 documented Planning Center triggers to run 4 documented Microsoft Dynamics 365 Business Central actions.

3 source triggers
4 target actions

Why Connect Planning Center & Microsoft Dynamics 365 Business Central?

Start with a Planning Center event

Choose from 3 documented triggers, including New Calendar Event, New Donation Received, New Person Added to List.

Run a Microsoft Dynamics 365 Business Central action

Send the event into one of 4 documented actions, such as Create Customer, Get Sales Order, List Company ID Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Planning Center logo

Planning Center

Triggers (3)

New Calendar Event

Emit new event when a new calendar event is created. See the documentation

polling
New Donation Received

Emit new event when a donation is received. See the documentation

polling
New Person Added to List

Emit new event when a person is added to the specified list. See the documentation

polling

Actions (1)

List List ID Options

Retrieves available options for the List ID field.

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

Integration Features

3 documented Planning Center triggers
4 documented Microsoft Dynamics 365 Business Central actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Planning Center trigger → Microsoft Dynamics 365 Business Central action

Catalog example
Planning CenterPlanning Center

New Calendar Event

Microsoft Dynamics 365 Business CentralMicrosoft Dynamics 365 Business Central

Create Customer

How It Works

1

Connect Apps

Authenticate your Planning Center and Microsoft Dynamics 365 Business Central accounts

2

Choose a Trigger

Select a documented Planning Center event

3

Choose an Action

Select the documented Microsoft Dynamics 365 Business Central operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Planning Center triggers.

Automated Actions

Run one of 4 documented Microsoft Dynamics 365 Business Central actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Planning Center Integrations

Explore all available Planning Center connections

View All Integrations
Microsoft Dynamics 365 Business Central logo

All Microsoft Dynamics 365 Business Central Integrations

Explore all available Microsoft Dynamics 365 Business Central connections

View All Integrations

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