Microsoft Dynamics 365 Business Central + bexio Integration

Integrate bexio to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each invoice handled. Map financial data, create matching records, update your books, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • bexio
    Order is created/updated in bexio
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
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2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio

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Ready Workflows Ready Workflows for bexio + Microsoft Dynamics 365 Business Central (Beta Integration

Create records, sync invoices, update your accounting data, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
bexio + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new bexio contact

When a new contact is created in your bexio, you can automatically create a record for them in your Microsoft Dynamics 365 Business Central. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Microsoft Dynamics 365 Business Central + bexio Integration

Create bexio contact for new Microsoft Dynamics 365 Business Central record

Automatically creating bexio contact records for new Microsoft Dynamics 365 Business Central record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your bexio + Microsoft Dynamics 365 Business Central (Beta flow

Send financial data to spreadsheets, notify your team, and track sales across your stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
bexio
+
ShopifyShopify (3)
+
Microsoft ExcelMicrosoft Excel (3)
+
SalesforceSalesforce (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
S
B
M
Create a bexio invoice for every new Shopify order, and sync the record to Microsoft Dynamics 365 Business Central (Beta)
New Shopify orders automatically generate an invoice in bexio and push a new record into Microsoft Dynamics 365 Business Central (Beta, eliminating manual data entry.
S
B
M
When a bexio person is created from a Shopify customer, create a matching record in Microsoft Dynamics 365 Business Central (Beta
Customer updates in Shopify flow through bexio and create structured records in Microsoft Dynamics 365 Business Central (Beta without manual copying.
S
B
M
Turn every updated Shopify order into a bexio order update and sync the change to Microsoft Dynamics 365 Business Central (Beta
Order modifications in Shopify update your bexio books and refresh the record in Microsoft Dynamics 365 Business Central (Beta instantly.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and bexio

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
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bexio
bexio Triggers & Actions
Order is created/updated in bexio
Triggers the automation when an order is created or updated
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Person is created or updated in bexio
Triggers the automation when a person is created or updated
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Invoice is created in bexio
Triggers the automation when any invoice is added or modified
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Order is created in bexio
Triggers the automation when a new order is created
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Quote is created in bexio
Triggers the automation when a new quote is created
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Product is created in bexio
Triggers the automation when a new product is created
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Project is created in bexio
Triggers the automation when a new project is created
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Company is created or updated in bexio
Triggers the automation when a company is created or updated
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Create time tracking in bexio
Creates a new time tracking entry
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Create invoice in bexio
Generates invoices for sales transactions
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Send invoice in bexio
Generates and send invoices to clients
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Search invoice in bexio
Locates and retrieves invoices with
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Issue invoice in bexio
Generates and send invoices to clients
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Create person in bexio
Generates a new person
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Search person in bexio
Retrieves information about a person
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Update person in bexio
Updates the information of a person
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Create project in bexio
Creates a new project
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Search project in bexio
Searches for a project
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Get project by ID in bexio
Retrieves project information using the project id
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Update project in bexio
Updates project information
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Create company in bexio
Generates a new company profile with given details
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Search company in bexio
Finds information about a company
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Update company in bexio
Updates company information
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Update product in bexio
Updates product information
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Create product in bexio
Generates and launch new products
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Search product in bexio
Searches for a product
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Export invoice to PDF in bexio
Convert invoices into pdf files for easy sharing and printing
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Create sales quote in bexio
Generates a new sales quote
Try it โ†’
Create sales order in bexio
Generates a new sales order with pre-filled details
Try it โ†’

What can you automate with bexio + Microsoft Dynamics 365 Business Central (Beta?

Streamline your financial administration by syncing invoices, customer records, and project data between bexio and Microsoft Dynamics 365 Business Central (Beta instantly.

What you can automate?
๐Ÿงพ
Sync bexio invoices to Microsoft Dynamics 365 Business Central (Beta records
Automatically generate matching records in Microsoft Dynamics 365 Business Central (Beta whenever a new invoice is created in bexio. Eliminate manual double-entry and keep financial data consistent.
๐Ÿ‘ฅ
Capture every submitted field across systems
Map all available contact and company details from bexio into Microsoft Dynamics 365 Business Central (Beta records. Ensure complete data accuracy for every customer profile.
๐Ÿ””
Notify your team the moment transactions occur
Send instant channel alerts in Slack or email notifications whenever new invoices, orders, or projects are processed between bexio and Microsoft Dynamics 365 Business Central (Beta.
๐Ÿ”€
Route data conditionally based on invoice attributes
Trigger different workflows depending on invoice amounts, customer tiers, or specific transaction types to handle high-value accounts with specialized processing rules.
๐Ÿ”„
Keep enterprise records updated as bexio data changes
Automatically push modifications from bexio orders, persons, and projects straight into Microsoft Dynamics 365 Business Central (Beta so your ERP stays current.
๐Ÿ”
Search and update instead of creating duplicate records
Verify existing entries in Microsoft Dynamics 365 Business Central (Beta before creating new records, ensuring clean databases and avoiding duplicate client profiles.
๐Ÿ’ณ
Handle payment status changes and billing updates
Automatically reflect paid invoices, issued quotes, and cancelled orders across both bexio and Microsoft Dynamics 365 Business Central (Beta in real time.
๐Ÿ“Š
Extend your workflow to external tools like Slack
Connect your core bexio and Microsoft Dynamics 365 Business Central (Beta integration with Slack, Google Drive, or Excel to notify teams and archive documents automatically.
And much more...

Who is bexio + Microsoft Dynamics 365 Business Central (Beta integration for?

Financial teams, operations managers, and business owners use this integration to keep accounting data, enterprise records, and reporting fully aligned without manual data entry.

Financial analysts
Financial analysts
Operations managers
Operations managers
Account managers
Account managers
Customer support leads
Customer support leads
Sales coordinators
Sales coordinators
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial analysts
You're generating revenue reports and need up-to-date accounting figures, but manual data entry leaves your financial summaries lagging behind actual transactions โ€” this integration means every invoice and order syncs instantly so your reporting metrics stay accurate.
โšก
Operations managers
You need to track inventory and customer records across systems immediately, but delays in data transfer cause fulfillment bottlenecks โ€” integrating these apps means every transaction updates your enterprise books the moment it happens.
๐Ÿค
Account managers
You answer to clients who expect rapid turnaround on billing and project updates, but scattered records slow down your responses โ€” with this integration, client profiles and financial documents update simultaneously across all platforms.
๐Ÿ“Š
Customer support leads
The volume of incoming orders and support inquiries is too high for anyone to keep up by hand, leading to missed billing entries โ€” automating both apps means high-volume transactions process seamlessly without manual oversight.
๐Ÿ”„
Sales coordinators
You own the customer onboarding process and depend on someone upstream to hand over closed deal details, but manual handoffs cause frustrating delays โ€” automating both apps means deal data flows instantly from accounting to your ERP.
๐Ÿ—‚๏ธ
Compliance officers
You need a reliable audit history and keep finding gaps between invoicing logs and enterprise records due to manual entry errors โ€” this integration means every financial record is captured accurately without missing entries.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + bexio

Build and manage your Microsoft Dynamics 365 Business Central + bexio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + bexio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect bexio to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect bexio to Microsoft Dynamics 365 Business Central (Beta using 1-click workflows on Integrately. Select a ready template or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically sync my bexio invoices to Microsoft Dynamics 365 Business Central (Beta records?
Frequently Asked Questions
Can I connect bexio, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for bexio and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does bexio handle invoice data when synced to enterprise systems?
Frequently Asked Questions
How do records update in Microsoft Dynamics 365 Business Central (Beta from external triggers?
Frequently Asked Questions
Do I need coding skills to automate bexio and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the bexio and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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You Can Also Connect bexio or Microsoft Dynamics 365 Business Central With 1500+ Other Apps

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Microsoft Dynamics 365 Business Central
Popular Microsoft Dynamics 365 Business Central Integrations
Sync Microsoft Dynamics 365 Business Central (Beta with CRMs, support desks, and marketing platforms to keep customer data aligned.