New products created
On new products created in Shopify.
About this template
What this workflow does
Automatically sync Shopify orders and customers to Dynamics 365 Business Central with smart customer resolution, auto-provisioning, and SKU-level line item mapping.
Key benefits
- Zero-Touch Order Processing
- Automatic Customer Provisioning
- Accurate Order-to-ERP Mapping
- Faster Fulfillment Readiness
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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.
Detect New Orders in Shopify
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.
Look Up Customer in Dynamics 365 Business Central
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.
Decide: Existing Customer or New Customer
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.
Create New Customer in Dynamics 365 Business Central (If Needed)
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.
Create Sales Order in Dynamics 365 Business Central
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.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Zero-Touch Order Processing
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
02
Automatic Customer Provisioning
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
03
Accurate Order-to-ERP Mapping
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
04
Faster Fulfillment Readiness
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
01
Zero-Touch Order Processing
Shopify orders flow into Dynamics 365 Business Central automatically—complete with customer resolution and line item details—eliminating manual data entry and reducing order processing time.
02
Automatic Customer Provisioning
New Shopify customers are created in Business Central on the fly when they place their first order, ensuring the ERP always has an up-to-date customer master without manual intervention.
03
Accurate Order-to-ERP Mapping
Each sales order in Business Central maps directly to its Shopify order ID, SKU-level line items, quantities, and pricing, providing a reliable audit trail from storefront to back office.
04
Faster Fulfillment Readiness
Because orders and customers appear in Business Central within minutes of being placed in Shopify, warehouse and finance teams can begin fulfillment and invoicing without delay.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does the workflow handle returning Shopify customers?
Before creating an order, the workflow looks up the customer by email in Business Central. If the customer already exists, the order is linked to the existing customer record—no duplicate is created.
What happens when a brand-new customer places an order on Shopify?
How are Shopify line items mapped to Business Central sales order lines?
How often does the workflow check Shopify for new orders?
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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