Contacts updated
Trigger when contacts are updated in Business Central.
About this template
Instantly sync inventory levels and product details from Dynamics 365 Business Central to Zoho CRM via webhook-driven automation for real-time stock and price visibility.
Key benefits
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Customize the flow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Inside the flow
appse ai runs this workflow end to end for Dynamics 365 Business Central — automatically, every single day. Here is exactly what happens when this template runs.
The workflow is triggered instantly when an external system sends a POST request to the webhook endpoint. The payload includes the product SKU and the corresponding Zoho CRM product ID, signaling that a product's inventory or pricing data needs to be refreshed.
Using the SKU from the webhook payload, the workflow queries Dynamics 365 Business Central's items endpoint to retrieve the current inventory level, unit price, display name, and item number. This ensures the data pushed to Zoho CRM reflects the most up-to-date stock and pricing information in the ERP.
The retrieved inventory quantity and product display name from Business Central are written to the matching Zoho CRM product record. The product ID from the webhook payload is used to target the correct record, and the stock quantity and product name are updated in a single action.
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Sales reps always see the latest inventory levels inside Zoho CRM, enabling them to make accurate promises to customers and avoid selling out-of-stock items.
02
Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.
03
Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.
04
By syncing the display name and quantity in stock from Business Central, every team—sales, support, and operations—works with a single source of truth for product data.
01
Sales reps always see the latest inventory levels inside Zoho CRM, enabling them to make accurate promises to customers and avoid selling out-of-stock items.
02
Unlike scheduled polling, the webhook trigger ensures updates are processed the moment they occur, keeping Zoho CRM product data in lockstep with Business Central.
03
Inventory and pricing updates flow automatically from the ERP to the CRM, eliminating the need for staff to manually copy stock figures between systems.
04
By syncing the display name and quantity in stock from Business Central, every team—sales, support, and operations—works with a single source of truth for product data.
Questions & answers
Everything you need to know about this template before you deploy it.
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