Do everything in one place

Customize your Microsoft Dynamics Great Plains and Formstack Documents 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

Formstack Documents
  • Merge document
    Merge document in Formstack Documents
  • Merge route
    Merge route in Formstack Documents
  • Any other action you can think up

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