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HomeTemplatesFully Automated New Customer Addition | Shopify to Business Central
EcommerceERP

Fully Automated New Customer Addition | Shopify to Business Central

Apps used in this template

Shopify
Shopify
Dynamics 365 Business Central
Dynamics 365 Business Central
Shopify
Dynamics 365 Business Central

About this template

What this workflow does

Automatically sync new Shopify customers to Dynamics 365 Business Central with full address mapping, duplicate prevention, and complete contact details.

Key benefits

  • Eliminate Manual Customer Entry
  • Complete Address and Contact Sync
  • Duplicate Prevention
  • Faster Order Processing Readiness

Template details

Steps
3 automated steps
Apps
2 integrations
Flow
Shopify → Dynamics 365 Business Central
Mode
One-way sync
Category
EcommerceERP
Version
v1.0

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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.

01

New products created

On new products created in Shopify.

02

New orders created

On new orders created in Shopify.

03

New Abandoned Checkout

Triggers when a new abandoned checkout is created in Shopify.

04

Fulfillment Created

Triggers when a fulfillment is created in Shopify. Select whether to fetch partially fulfilled or fully fulfilled orders.

05

New Company Created

Triggers when a new company is created in Shopify.

06

Orders Cancelled

Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.

07

New Draft Orders Created

Triggers when a new draft order is created in Shopify.

08

Orders updated

On orders updated in Shopify.

09

New Refund Created

Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items.

10

Products updated

On products updated in Shopify.

11

New Company Location Created

Triggers when a new company location is created in Shopify.

12

New customers created

On new customers created in Shopify.

13

Customers updated

On customers updated in Shopify.

14

New Return Created

Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

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.

01

Detect New Customers in Shopify

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.

02

Check for Existing Customer in Business Central

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.

03

Create Customer in Dynamics 365 Business Central

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.

Business benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

Eliminate Manual Customer Entry

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

Complete Address and Contact Sync

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

Duplicate Prevention

An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.

04

Faster Order Processing Readiness

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

Eliminate Manual Customer Entry

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

Complete Address and Contact Sync

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

Duplicate Prevention

An email-based lookup against Business Central runs before every customer creation, preventing duplicate records and maintaining a clean, reliable customer master.

04

Faster Order Processing Readiness

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.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

What happens if a Shopify customer already exists in Business Central?

The workflow checks Business Central for an existing customer by email before attempting creation. If a match is found, a duplicate record is not created, keeping the customer master clean.

Which Shopify customer fields are mapped to Business Central?

How often does the workflow check for new Shopify customers?

Can this workflow handle customers without a full address?

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Richard Grew
Renegade Brewery

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