Upper Route Planner Microsoft Dynamics365 Business Central

Log booking cancellations directly in CRM

When a booking is rescheduled or canceled in Upper Route Planner, automatically update the deal stage or log an activity in Microsoft Dynamics365 Business Central.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Upper Route Planner Explore Upper Route Planner →

Triggers
New booking made

Fires when a new booking or appointment is made in Upper Route Planner.

Booking rescheduled or canceled

Fires when a booking in Upper Route Planner is changed or canceled.

New customer

Fires when a new customer books for the first time in Upper Route Planner.

Actions
Create a booking

Creates a new booking or appointment in Upper Route Planner.

Cancel or reschedule a booking

Cancels or moves a booking in Upper Route Planner.

Create or update a customer

Creates or updates a customer record in Upper Route Planner.

Add the booking to a calendar

Adds a booking from Upper Route Planner to a connected calendar.

Microsoft Dynamics365 Business Central Explore Microsoft Dynamics365 Business Central →

Triggers
New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics365 Business Central.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics365 Business Central.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics365 Business Central.

Deal won

Fires when a deal is marked won in Microsoft Dynamics365 Business Central.

Actions
Create or update contact

Creates or updates a contact in Microsoft Dynamics365 Business Central.

Create deal

Creates a new deal in Microsoft Dynamics365 Business Central.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics365 Business Central.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics365 Business Central.

Create CRM contacts from new bookings When a customer makes a new booking in Upper Route Planner, automatically create or update their contact record in Microsoft Dynamics365 Business Central. See details
Schedule sales calls for newly qualified leads When a deal stage changes in Microsoft Dynamics365 Business Central, automatically create a booking in Upper Route Planner to block off time for a demonstration. See details

See all Upper Route Planner + Microsoft Dynamics365 Business Central integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log booking cancellations directly in CRM” between Upper Route Planner and Microsoft Dynamics365 Business Central?

Yes — describe it in the box above and Knit's Integrations Agent researches Upper Route Planner and Microsoft Dynamics365 Business Central's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Microsoft Dynamics365 Business Central and Upper Route Planner keep contact information synchronized?

When a new appointment is booked in Upper Route Planner, customer details automatically sync to create or update lead records inside Microsoft Dynamics365 Business Central.

Can booking changes automatically update my pipeline in Microsoft Dynamics365 Business Central?

Yes, when meetings are booked or updated in Upper Route Planner, relevant deal stages or activity logs in Microsoft Dynamics365 Business Central update instantly.

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