New orders created
Trigger when a new order record is created in Salesforce.
About this template
What this workflow does
Automate the complete quote-to-order lifecycle by syncing Salesforce quotations to SAP Business One, converting approved quotes into sales orders, and updating quote statuses back in Salesforce.
Key benefits
- End-to-end quote-to-order automation
- Bi-directional status synchronization
- Accurate product and address mapping
- Approval-based order conversion
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 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 Salesforce — automatically, every single day. Here is exactly what happens when this template runs.
Trigger: New quotations created in Salesforce
Detects when new quotations are created in Salesforce and fetches quotation details including line items, account, and address information.
Search item in SAP Business One by product ID
Searches SAP Business One Items using the Salesforce Product2Id (U_WebID) to find the matching item code for the quoted product.
Merge SAP item data with Salesforce quotation
A Merge node combines the SAP item search results with the original Salesforce quotation data using an inner join to create a unified dataset.
Filter: Is quotation status 'In Review'?
Filters quotations to process only those with a status of 'In Review', ensuring only review-ready quotes are synced to SAP.
Create quotation in SAP Business One
Creates a new quotation in SAP Business One with mapped document lines, item codes, quantities, unit prices, and billing/shipping address details from Salesforce.
Scheduled trigger: Check for approved quotes
A scheduled trigger runs every hour to check Salesforce for quotations that have been approved and are ready for order conversion.
Get approved quotes from Salesforce
Retrieves all quotations from Salesforce with Status='Approved' using a filtered query to identify quotes ready for conversion to sales orders.
Get quote lines by quote ID in Salesforce
Fetches the detailed quote line items for each approved quotation using the quote ID.
Search item in SAP Business One for approved quote lines
Searches SAP Business One Items using the Product2Id from the quote line to find the matching SAP item code for order creation.
Merge SAP item data with quote line and quote data
Two Merge nodes combine the SAP item search results with quote line data (inner join) and then with the original Salesforce quote data (outer join) to assemble a complete order dataset.
Filter: Is quotation status 'Approved'?
Filters the merged data to confirm the quotation status is still 'Approved' before proceeding with sales order creation.
Create sales order in SAP Business One
Creates a new sales order in SAP Business One with mapped item codes, quantities, unit prices, and complete billing/shipping address details from the approved Salesforce quote.
Filter: Was the sales order created successfully?
Checks if the sales order was successfully created in SAP by verifying the existence of a DocEntry in the response.
Update quote status to 'Accepted' in Salesforce
Updates the original Salesforce quotation status to 'Accepted' after the sales order has been successfully created in SAP Business One.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
End-to-end quote-to-order automation
Automates the entire lifecycle from Salesforce quotation creation to SAP sales order generation, eliminating manual data entry at every stage.
02
Bi-directional status synchronization
Keeps Salesforce quote statuses in sync with SAP order creation, automatically updating quotes to 'Accepted' once orders are confirmed.
03
Accurate product and address mapping
Ensures SAP item codes, billing addresses, and shipping addresses are correctly mapped from Salesforce, reducing order errors.
04
Approval-based order conversion
Only approved Salesforce quotations are converted to SAP sales orders, maintaining proper business approval workflows.
05
Reduced processing time
Quotations are synced every 3 minutes and approved quotes are converted to orders hourly, significantly speeding up the quote-to-order cycle.
01
End-to-end quote-to-order automation
Automates the entire lifecycle from Salesforce quotation creation to SAP sales order generation, eliminating manual data entry at every stage.
02
Bi-directional status synchronization
Keeps Salesforce quote statuses in sync with SAP order creation, automatically updating quotes to 'Accepted' once orders are confirmed.
03
Accurate product and address mapping
Ensures SAP item codes, billing addresses, and shipping addresses are correctly mapped from Salesforce, reducing order errors.
04
Approval-based order conversion
Only approved Salesforce quotations are converted to SAP sales orders, maintaining proper business approval workflows.
05
Reduced processing time
Quotations are synced every 3 minutes and approved quotes are converted to orders hourly, significantly speeding up the quote-to-order cycle.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does the quote-to-order conversion work?
New Salesforce quotations with 'In Review' status are first synced as quotations in SAP Business One. Once approved in Salesforce, a scheduled process converts them into SAP sales orders and updates the Salesforce quote status to 'Accepted'.
How often does the workflow check for new and approved quotes?
How are Salesforce products matched to SAP items?
What happens after a sales order is created in SAP?
Is manual intervention required?
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