New orders created
Trigger when a new order record is created in Salesforce.
About this template
What this workflow does
Automates the entire sales cycle from Salesforce order through SAP B1 sales order, AR invoice, and cash payment in a single workflow, eliminating manual steps. Built-in check searches SAP B1 for existing orders by Salesforce order ID before creation, preventing duplicate sales orders.
Key benefits
- End-to-end sales cycle automation
- Duplicate order prevention
- Automatic invoice and payment creation
- Bidirectional status sync
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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 Salesforce — automatically, every single day. Here is exactly what happens when this template runs.
Trigger on new orders in Salesforce
The workflow starts when new orders are created in Salesforce, using a scheduled trigger that checks for new records every 3 minutes.
Look up item in SAP B1 by Salesforce product ID
The SAP Business One items catalog is searched using the Salesforce product ID (U_WebID) from the order line item to resolve the corresponding SAP item code.
Check for existing sales order in SAP B1
SAP Business One orders are searched by the Salesforce order ID (NumAtCard) to determine if the order has already been synced.
Decision: Order already exists in SAP B1
If the order already exists in SAP B1 (DocEntry found), the workflow skips creation. If not found, the workflow proceeds to create the full sales cycle.
Create sales order in SAP Business One
A new sales order is created in SAP B1 with the customer code, order date, line items including item code, quantity, unit price, tax code, and full billing and shipping address details from Salesforce.
Create AR invoice from sales order
An accounts receivable invoice is automatically created in SAP B1 linked to the sales order, carrying forward the document lines, tax codes, quantities, and pricing from the sales order.
Create cash incoming payment and update Salesforce with invoice
A cash incoming payment is recorded in SAP B1 against the AR invoice for the full document total. Simultaneously, the Salesforce order is updated with the SAP invoice entry number for cross-reference.
Update Salesforce order with payment and status
The Salesforce order is updated with the SAP payment document number and the order status is set to 'Activated', completing the full sales cycle.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
End-to-end sales cycle automation
Automates the entire sales cycle from Salesforce order through SAP B1 sales order, AR invoice, and cash payment in a single workflow, eliminating manual steps.
02
Duplicate order prevention
Built-in check searches SAP B1 for existing orders by Salesforce order ID before creation, preventing duplicate sales orders.
03
Automatic invoice and payment creation
AR invoices and cash incoming payments are automatically generated from the sales order, accelerating the order-to-cash process.
04
Bidirectional status sync
SAP B1 invoice and payment document numbers are written back to the Salesforce order, and the order status is updated to 'Activated' upon completion.
05
Complete address and line item sync
Full billing and shipping addresses, line items with quantities, unit prices, tax codes, and product codes are accurately synced from Salesforce to SAP B1.
01
End-to-end sales cycle automation
Automates the entire sales cycle from Salesforce order through SAP B1 sales order, AR invoice, and cash payment in a single workflow, eliminating manual steps.
02
Duplicate order prevention
Built-in check searches SAP B1 for existing orders by Salesforce order ID before creation, preventing duplicate sales orders.
03
Automatic invoice and payment creation
AR invoices and cash incoming payments are automatically generated from the sales order, accelerating the order-to-cash process.
04
Bidirectional status sync
SAP B1 invoice and payment document numbers are written back to the Salesforce order, and the order status is updated to 'Activated' upon completion.
05
Complete address and line item sync
Full billing and shipping addresses, line items with quantities, unit prices, tax codes, and product codes are accurately synced from Salesforce to SAP B1.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What triggers this workflow?
The workflow is triggered when new orders are created in Salesforce, checked every 3 minutes via a scheduled trigger.
What does the full sales cycle include?
How are duplicate orders prevented?
How are SAP items resolved from Salesforce products?
What happens in Salesforce after the SAP cycle completes?
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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