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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Accepted Quote" from Workever.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in Microsoft Dynamics365 Business Central.

You’re connected!

Zapier seamlessly connects Workever and Microsoft Dynamics365 Business Central, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Accepted Quote
Triggers when a quote status is set to approved.
Trigger
Instant
Try It
New Asset
Triggers when a new asset is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It
Paid Invoice
Triggers when an invoice status is set to Paid.
Trigger
Polling
Try It

- Contact Type
  Required
- Company name
  Required
- Division/Branch
- First name
- Last name
- Email
- Telephone
- Mobile
- Address 1
- Address 2
- City
- State/Country
- Post/Zip Code
Action
Write
- Job name
  Required
- Customer ID
  Required
- Description
- Fieldworkers
- Status
  Required
- Priority
  Required
- Start time
- End time
- Due date
- Is Due time specified?
Action
Write

- Quote name
  Required
- Customer ID
  Required
- Description
- Status
  Required
Action
Write
- Customer ID
  Required
- Name
  Required
- Address (line 1)
- Address (line 2)
- City
- State/County
- Post/Zip Code
- First name
- Last name
- Phone
- Mobile
- Email
Action
Write
- Contact Name
Action
Search
- Scheduled
  Required
- Job Name
- Customer
- Status
- From
- Until
Action
Search
- Customer ID
  Required
- Site Name
  Required
Action
Search
- Scheduled
  Required
- Quote Name
- Customer
- Status
- From
- Until
- Quote name
  Required
- Customer ID
  Required
- Description
- Status
  Required
Action
Search or write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Completed Job
Triggers when a job status is set to completed.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
Overdue Invoice
Triggers when an invoice status is set to Overdue.
Trigger
Polling
Try It
- Asset name
  Required
- Customer ID
  Required
- Status
  Required
- Quantity
  Required
- Active
  Required
- Category
- Serial number
- Next due (Please enter a date. The time will be ignored)
Action
Write
- Invoice Name
  Required
- Customer ID
  Required
- Status
  Required
- Description
- Date added (Please enter a date. The time will be ignored)
- Terms
- Due date (Please enter a date. The time will be ignored)
Action
Write
- Job Template
  Required
- Template
- Job name
- Customer ID
- Customer
- Description
- Fieldworkers
- Status
  Required
- Priority
  Required
- Start time
- End time
- Due date
- Is Due time specified?
Action
Write
- First name
  Required
- Last name
  Required
- Email
- Telephone
- Mobile
- Address 1
- Address 2
- City
- State/Country
- Post/Zip Code
Action
Write
- Asset Name
  Required
- Customer ID
- Note
Action
Search
- Invoice Name
- Customer
- Status
- From
- Until
- Note
Action
Search
- Scheduled
  Required
- Quote Name
- Customer
- Status
- From
- Until
Action
Search
- Asset Name
  Required
- Customer ID
- Note
- Asset name
  Required
- Customer ID
  Required
- Status
  Required
- Quantity
  Required
- Active
  Required
- Category
- Serial number
- Next due (Please enter a date. The time will be ignored)
Action
Search or write
- Customer ID
  Required
- Site Name
  Required
- Customer ID
  Required
- Name
  Required
- Address (line 1)
- Address (line 2)
- City
- State/County
- Post/Zip Code
- First name
- Last name
- Phone
- Mobile
- Email
Action
Search or write
- Company
  Required
- Shipment Number
  Required
Action
Search

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Learn about AI automation

About Workever

Workever is a web-based software that helps manage service and maintenance jobs, collaborate with staff, and organise data.

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Related categories

Scheduling & Booking

About Microsoft Dynamics365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service