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About this template
Automatically sync new Shopify customers to Dynamics 365 Business Central with full address mapping, duplicate prevention, and complete contact details.
Key benefits
Inside the flow
appse ai runs this workflow end to end for Shopify — automatically, every single day. Here is exactly what happens when this template runs.
A scheduled trigger polls Shopify every three minutes for newly created customer records. Each incoming customer payload includes the first name, last name, default email address, and full default address—city, state, postal code, country, phone number, and street lines—providing all the data needed to create a complete customer profile in the ERP.
Before creating a new record, the workflow queries Dynamics 365 Business Central using the Shopify customer's email address. This lookup prevents duplicate customer entries by confirming whether the buyer is already registered in the ERP system.
A new customer record is created in Business Central with a comprehensive field mapping. The Shopify customer ID becomes the Business Central customer number, the first and last name form the display name, and the customer type is set to Person. The full default address—street line 1, city, state or province code, postal code, and country code—along with the phone number and email address are all written into the new customer record.
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Every new Shopify customer is automatically mirrored in Dynamics 365 Business Central, removing the need for manual data entry and ensuring the ERP customer master is always up to date.
02
The workflow transfers the full address profile—street, city, state, postal code, country—along with phone and email, so Business Central records are ready for invoicing, shipping, and communication from day one.
03
An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.
04
Because customers exist in Business Central before their first order arrives, downstream workflows like sales order creation and invoicing can proceed without delays caused by missing customer records.
01
Every new Shopify customer is automatically mirrored in Dynamics 365 Business Central, removing the need for manual data entry and ensuring the ERP customer master is always up to date.
02
The workflow transfers the full address profile—street, city, state, postal code, country—along with phone and email, so Business Central records are ready for invoicing, shipping, and communication from day one.
03
An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.
04
Because customers exist in Business Central before their first order arrives, downstream workflows like sales order creation and invoicing can proceed without delays caused by missing customer records.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Questions & answers
Everything you need to know about this template before you deploy it.
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