casavi + Dynamics 365 Business Central
Automate document workflows between casavi and Dynamics 365 Business Central with filehub — no coding required.
Choose your workflow
Select one function from each side to set up your integration.
casavi
Tickets in casavi can be automatically downloaded as PDFs. The ticket status is freely selectable, optionally as a complete file including all associated attachments.
Dynamics 365 Business Central
This function generates a booking batch in Excel format and prepares it for automated import into Dynamics 365 Business Central. Data can be transferred directly into the system's general ledger.
This eliminates manual post-processing and ensures bookings are completed efficiently and consistently through automated workflows.
The function retrieves invoice information and the associated PDF document image, creates a complete purchase invoice in Dynamics 365 Business Central, and populates the posting lines. The process runs bidirectionally via API without manual intervention.
The function retrieves invoice information and the associated PDF document image, creates a complete sales invoice in Dynamics 365 Business Central, and populates the posting lines. The process runs bidirectionally via API without manual intervention.
Your workflow is ready to set up — it only takes a few minutes.
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