Detect the part change
The flow starts when a product is created or updated in Epicor Kinetic.
About this template
What This Workflow Does
Sales reps quote from Salesforce, but part data and prices are maintained in Epicor Kinetic. This template starts when a part is created or updated in Epicor Kinetic, then creates or updates the Salesforce product and its standard pricebook price.
Key benefits
- Starts on the change — The flow runs when a part is created or updated in Epicor Kinetic, with no schedule.
- Matched by product code — Salesforce is searched by product code before anything is created, so products are not duplicated.
- Price in the same run — The standard pricebook entry is created or updated in the same run as the product.
- One source of truth — Epicor Kinetic stays the source for part details and prices.
Inside the flow
How the template works
appse ai starts when a part is created or updated in Epicor Kinetic, looks for the product in Salesforce, then updates the product and its price, or creates both if the product is new.
Get the part details
appse ai retrieves the full Epicor Kinetic record, using the part number as the key.
Find the Salesforce product
appse ai searches Salesforce for a product with the matching product code.
Decide: update or create
If the product exists in Salesforce, the flow takes the update path. If not, it takes the create path.
Update the existing product and price
appse ai updates the Salesforce product with the latest Epicor details, gets the standard pricebook, finds the existing pricebook entry, and updates its price.
Create the new product and price
appse ai creates the product in Salesforce, gets the standard pricebook, and adds a new pricebook entry with the Epicor price.
Business Benefits
Keep Salesforce products and prices matched to Epicor Kinetic so reps quote the right price.
01
No manual product entry
New and changed Epicor Kinetic parts reach Salesforce automatically.
02
No duplicate products
A product code lookup runs before any product is created in Salesforce.
03
Accurate quoting prices
Standard pricebook entries are created or updated in the same run, so quotes match Epicor Kinetic.
04
New products ready to quote
A new part is created in Salesforce with its price in one pass.
05
Handles catalog growth
Every part change triggers its own run, so larger catalogs need no extra effort.
01
No manual product entry
New and changed Epicor Kinetic parts reach Salesforce automatically.
02
No duplicate products
A product code lookup runs before any product is created in Salesforce.
03
Accurate quoting prices
Standard pricebook entries are created or updated in the same run, so quotes match Epicor Kinetic.
04
New products ready to quote
A new part is created in Salesforce with its price in one pass.
05
Handles catalog growth
Every part change triggers its own run, so larger catalogs need no extra effort.
Keep exploring
More templates for creativity
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Epicor to Salesforce product price sync work?
appse ai starts when a part is created or updated in Epicor Kinetic. It looks up the product in Salesforce by product code, then updates the product and its standard pricebook price, or creates both if the product is new.
What is synced to Salesforce?
How are duplicate products avoided?
Does it run on a schedule?
What needs to be in place before it runs?
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
Deploy this workflow in minutes
Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR