The workflow triggers automatically every three minutes, polling Shopify for newly created orders. Each detected order—including customer details, line items with SKUs and quantities, billing address, and pricing—is forwarded for processing.

The Shopify customer's email address is used to search for an existing customer record in Dynamics 365 Business Central. The result determines whether the customer already exists in the ERP system or needs to be created before the order can be placed.

A decision node evaluates the customer lookup result. If a matching customer number is found, the workflow routes directly to sales order creation using the existing customer. If no match is found, the workflow routes to create a new customer first.

When no existing customer is found, a new customer record is created in Business Central using the Shopify customer ID as the customer number, the billing address name as the display name, and the customer's email. The customer type is set to Person.

A sales order is created in Business Central linked to the resolved or newly created customer. The Shopify order ID is used as the order number, the order date is extracted from the Shopify timestamp, and each line item carries its SKU, quantity, and unit price from the original Shopify order.