Do everything in one place
Customize your Microsoft Dynamics Great Plains and Xero Practice Manager integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Microsoft Dynamics Great Plains
- Apply document to invoiceApply document to invoice in Microsoft Dynamics GP
- Create recordCreate record in Microsoft Dynamics GP
- Create records in batchesCreate records in batches in Microsoft Dynamics GP
- Custom actionCustom action in Microsoft Dynamics GP
- Get next document numberGet next document number in Microsoft Dynamics GP
- Search records using querySearch records using query in Microsoft Dynamics GP
- Update recordUpdate record in Microsoft Dynamics GP
Any other action you can think up
Xero Practice Manager
- Custom actionCustom action in Xero Practice Manager (Custom)
- Create objectCreate object in Xero Practice Manager
- Retrieve list of objects BatchList object in Xero Practice Manager
- Update objectUpdate object in Xero Practice Manager
Any other action you can think up
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