New products created
On new products created in Shopify.
About this template
What this workflow does
Instantly sync Shopify orders to Dynamics 365 Business Central with automatic customer lookup, new customer provisioning, and SKU-level sales order creation.
Key benefits
- Near Real-Time Order Visibility in the ERP
- Intelligent Customer Resolution
- SKU-Level Line Item Accuracy
- Accelerated Fulfillment and Invoicing
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Customize the flow
Build your own version of this workflow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Inside the flow
How the template works
appse ai runs this workflow end to end for Shopify — automatically, every single day. Here is exactly what happens when this template runs.
Capture New Shopify Orders in Real Time
A scheduled trigger polls Shopify every three minutes for newly created orders. Each incoming order carries the full payload—customer email, billing address, line items with SKUs and quantities, subtotal pricing, and the unique Shopify order ID—ready for downstream processing.
Search for Existing Customer in Business Central
The customer email from the Shopify order is used to query Dynamics 365 Business Central for a matching customer record. This lookup determines whether the buyer is already known to the ERP or is a first-time purchaser who needs to be onboarded before the order can be booked.
Route Based on Customer Existence
A decision node inspects the customer lookup result. If the response contains a valid customer number, the order is routed directly to sales order creation using the existing Business Central customer. If no customer number is returned, the workflow branches to create a new customer record first.
Create Sales Order for Existing Customer
When the customer already exists in Business Central, a sales order is created immediately. The Shopify order ID serves as the order number, the creation date becomes the order date, and the existing Business Central customer number links the order. Each line item maps the Shopify SKU as the item number with its quantity and presentment subtotal price.
Provision New Customer in Business Central
For first-time buyers, a new customer record is created in Business Central. The Shopify customer ID is assigned as the Business Central customer number, the billing first and last name form the display name, and the customer's email is stored. The customer type is set to Person to reflect an individual buyer.
Create Sales Order for Newly Created Customer
Immediately after customer provisioning, a sales order is generated in Business Central for the new customer. The Shopify order ID is used as the order number, the Shopify customer ID links to the freshly created customer, and each line item carries its SKU, quantity, and original unit price from the Shopify order.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Near Real-Time Order Visibility in the ERP
Shopify orders appear in Dynamics 365 Business Central within minutes of placement, giving finance, warehouse, and operations teams immediate visibility without waiting for manual data entry.
02
Intelligent Customer Resolution
The workflow automatically determines whether a Shopify buyer already exists in Business Central and routes accordingly—eliminating duplicate customer records while ensuring first-time buyers are onboarded seamlessly.
03
SKU-Level Line Item Accuracy
Every sales order in Business Central carries the exact SKU, quantity, and unit price from the original Shopify order, maintaining a precise audit trail from storefront to back office.
04
Accelerated Fulfillment and Invoicing
With orders and customer records synced automatically, warehouse teams can begin picking and packing sooner while finance teams can invoice without waiting for manual order entry.
01
Near Real-Time Order Visibility in the ERP
Shopify orders appear in Dynamics 365 Business Central within minutes of placement, giving finance, warehouse, and operations teams immediate visibility without waiting for manual data entry.
02
Intelligent Customer Resolution
The workflow automatically determines whether a Shopify buyer already exists in Business Central and routes accordingly—eliminating duplicate customer records while ensuring first-time buyers are onboarded seamlessly.
03
SKU-Level Line Item Accuracy
Every sales order in Business Central carries the exact SKU, quantity, and unit price from the original Shopify order, maintaining a precise audit trail from storefront to back office.
04
Accelerated Fulfillment and Invoicing
With orders and customer records synced automatically, warehouse teams can begin picking and packing sooner while finance teams can invoice without waiting for manual order entry.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does the workflow prevent duplicate customers in Business Central?
Before processing any order, the workflow looks up the Shopify customer's email in Business Central. If a matching customer is found, that existing record is used for the sales order. A new customer is created only when no match exists.
What identifier links the Shopify order to Business Central?
How are line items from Shopify mapped to the Business Central sales order?
How quickly do Shopify orders appear in Business Central?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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