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Epicor Kinetic and Salesforce Integration
Connect Epicor Kinetic with Salesforce using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.
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Epicor Kinetic and Salesforce Workflow
Explore triggers and actions available for both apps. Switch between apps to see what each one can do.
Showing triggers & actions for Epicor Kinetic
| Modules | Trigger |
|---|---|
| New sales order created | Trigger when a new Sales Order is created in Epicor, to confirm an order created via the BO method sequence (or entered directly in Kinetic) back to the eCommerce platform. |
| Product created or updated | Trigger when a Part is created or changed in Epicor, for eCommerce product synchronization. |
| Inventory level changed | Trigger when a Part's warehouse stock record (PartWhse) is created or changed in Epicor, for eCommerce inventory synchronization. |
| Quote created or updated | Trigger when a Sales Quote is created or changed in Epicor, for syncing quotes to CRM or eCommerce. |
| New customer created | Trigger when a new Customer is created in Epicor. |
| New shipment (pack slip) created | Trigger when a new pack slip/shipment is created in Epicor, including partial shipments, for publishing tracking and shipped-quantity updates to eCommerce. |
Epicor Kinetic and Salesforce Templates
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