Do everything in one place

Customize your Microsoft Dynamics Great Plains and PDF Xchange integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Microsoft Dynamics Great Plains
  • Apply document to invoice
    Apply document to invoice in Microsoft Dynamics GP
  • Create record
    Create record in Microsoft Dynamics GP
  • Create records in batches
    Create records in batches in Microsoft Dynamics GP
  • Custom action
    Custom action in Microsoft Dynamics GP
  • Get next document number
    Get next document number in Microsoft Dynamics GP
  • Search records using query
    Search records using query in Microsoft Dynamics GP
  • Update record
    Update record in Microsoft Dynamics GP
  • Any other action you can think up

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.

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