Do everything in one place
Customize your Microsoft Dynamics Finance And Operations and Xero Practice Manager integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Microsoft Dynamics Finance And Operations
- Create recordCreate record in Microsoft Dynamics Finance and Operations
- Create records in batchCreate records in batch in Microsoft Dynamics Finance and Operations
- Custom actionCustom action in Microsoft Dynamics Finance and Operations
- Get recordGet record in Microsoft Dynamics Finance and Operations
- Search recordsSearch records in Microsoft Dynamics Finance and Operations
- Update recordUpdate record in Microsoft Dynamics Finance and Operations
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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