Detect the account update
The flow starts whenever an account is updated in Salesforce.
About this template
What This Workflow Does
When account details change in Salesforce, the ERP copy goes stale unless someone updates it by hand. This template starts on every Salesforce account update, finds the Epicor Kinetic customer by email and updates it only if a match exists.
Key benefits
- Current customer data — Epicor Kinetic reflects Salesforce account changes as they happen.
- Email-based matching — The account email finds the Epicor customer, with no ID mapping table.
- Safe updates — Only customers found in Epicor Kinetic are updated.
- No double entry — Sales and operations stop copying changes between systems.
Inside the flow
How the template works
When a Salesforce account is updated, the flow searches Epicor Kinetic for a customer with the same email. If one is found, it updates that customer with the latest Salesforce details.
Find the customer by email
The flow searches Epicor Kinetic for a customer with the account's email address.
Check the customer exists
A filter stops the flow if no customer is found, so nothing is updated by mistake.
Update the Epicor Kinetic customer
The matched customer is updated with the latest details from Salesforce.
Business Benefits
What sales, finance and operations teams gain when customer changes sync on their own
01
Current customer data everywhere
Operations, finance and fulfillment work from the latest customer details.
02
Simple record matching
Email matching avoids keeping an ID map between Salesforce and Epicor Kinetic.
03
No failed or orphan updates
Only customers confirmed in Epicor Kinetic are changed.
04
No manual data entry
Account changes reach the ERP without anyone retyping them.
05
Consistent quotes and orders
Quotes, orders and messages use the correct customer profile.
01
Current customer data everywhere
Operations, finance and fulfillment work from the latest customer details.
02
Simple record matching
Email matching avoids keeping an ID map between Salesforce and Epicor Kinetic.
03
No failed or orphan updates
Only customers confirmed in Epicor Kinetic are changed.
04
No manual data entry
Account changes reach the ERP without anyone retyping them.
05
Consistent quotes and orders
Quotes, orders and messages use the correct customer profile.
Keep exploring
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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 Salesforce to Epicor Kinetic customer update sync work?
When a Salesforce account is updated, the flow finds the Epicor Kinetic customer with the same email and updates it with the latest details.
How are records matched?
What happens if no customer is found?
Does it update Salesforce from Epicor Kinetic?
What needs to be in place before it runs?
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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
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Golden Toys
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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
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CEO, Designer Boys
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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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