Connect Pabau and Microsoft Dynamics365 Business Central to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Pabau with Microsoft Dynamics365 Business Central - no code necessary. See how you can get setup in minutes.

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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 "Canceled Appointment" from Pabau.

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 Pabau 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.

Canceled Appointment
Triggers when an appointment is canceled in Pabau.
Trigger
Instant
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Lead Lost
Triggers when a lead is marked as lost in Pabau.
Trigger
Instant
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New Appointment
Triggers when a new appointment is booked in Pabau.
Trigger
Instant
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New Lead
Triggers when a new lead is created in Pabau.
Trigger
Instant
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New Sale
Triggers when a sale (invoice) is raised in Pabau — includes every sale item, payment, the client and the biller.
Trigger
Instant
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Refunded Payment
Triggers when a payment is refunded in Pabau (refund payments carry negative amounts).
Trigger
Instant
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Updated Appointment
Triggers when an appointment is updated in Pabau.
Trigger
Instant
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Updated Lead
Triggers when a lead is updated in Pabau.
Trigger
Instant
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- Client
  Required
- Alert Text
  Required
- Critical
Action
Write
- Lead
  Required
- Note
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Phone
- Salutation
- Description
- Note
- Lead Source
- Pipeline Stage
- Owner
- Location
- Street
- City
- County / State
- Postcode
- Country
- Email Marketing Opt-In
- Phone Marketing Opt-In
- SMS Marketing Opt-In
- Labels
- Custom Fields
Action
Write
- Recipient Type
  Required
- Channel
  Required
- Subject
- Message / Summary
  Required
- From
Action
Write
- Email
- Name
Action
Search
- Company
  Required
- Shipment Number
  Required
Action
Search

Deleted Shift
Triggers when a staff shift is deleted from the Pabau scheduler.
Trigger
Instant
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Lead Won
Triggers when a lead is marked as won (converted) in Pabau.
Trigger
Instant
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New Client
Triggers when a new client (patient) is created in Pabau.
Trigger
Instant
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New Payment
Triggers when a payment is recorded in Pabau — includes the amount, method, invoice ID, parent invoice and client.
Trigger
Instant
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New Shift
Triggers when a staff shift is created on the Pabau scheduler.
Trigger
Instant
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Rescheduled Appointment
Triggers when an appointment is rescheduled in Pabau.
Trigger
Instant
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Updated Client
Triggers when a client (patient) record is updated in Pabau.
Trigger
Instant
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Updated Shift
Triggers when a staff shift is updated on the Pabau scheduler.
Trigger
Instant
Try It
- Client
  Required
- Note
  Required
Action
Write
- Client
  Required
- Service
  Required
- Staff Member
  Required
- Location
  Required
- Start
  Required
- End
- Title
- Status
- Send Confirmation Email
- Send Confirmation SMS
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Phone
- Salutation
- Gender
- Date of Birth
- Preferred Language
- Owner
- Location
- Street
- City
- County / State
- Postcode
- Country
- Email Marketing Opt-In
- Phone Marketing Opt-In
- SMS Marketing Opt-In
- Labels
- Custom Fields
Action
Write
- Email
- Name
Action
Search
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

For AI agents & developers

Use Pabau and Microsoft Dynamics365 Business Central with AI agents and code

Beyond Zap workflows. Call Pabau and Microsoft Dynamics365 Business Central actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Pabau and Microsoft Dynamics365 Business Central actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Alert to Client
API Request (Beta)

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Pabau and Microsoft Dynamics365 Business Central actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* pabau-1 / microsoft-dynamics365-business-c action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Pabau and Microsoft Dynamics365 Business Central to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Pabau to Microsoft Dynamics365 Business Central integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Pabau

Pabau is a CRM for medical and aesthetics clinics — patient records, appointments, leads, billing and clinical workflows.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Microsoft Dynamics365 Business Central

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