Detect the new account
The flow starts the moment a new account is created in Salesforce.
About this template
What This Workflow Does
New accounts created in Salesforce often wait days before someone re-keys them into the ERP. This template starts the moment an account is created, creates the customer in Epicor Kinetic and writes the new Epicor customer ID back to the Salesforce account.
Key benefits
- Customers ready for orders — New accounts exist in Epicor Kinetic as soon as sales creates them.
- No re-keying — Account details move from Salesforce to Epicor Kinetic without manual entry.
- Linked records — The Epicor customer ID is stored on the Salesforce account.
- Starts on the event — The flow runs on account creation, with no schedule.
Inside the flow
How the template works
When a new account is created in Salesforce, the flow creates a matching customer in Epicor Kinetic. It then updates the Salesforce account with the new Epicor customer ID.
Create the Epicor Kinetic customer
Using the account details, the flow creates a matching customer in Epicor Kinetic, ready for orders and invoicing.
Write the ID back
The new Epicor customer ID is written to the Salesforce account, linking both records for later syncs and lookups.
Business Benefits
What sales and operations teams gain when new customers reach the ERP on their own
01
Faster customer onboarding
Every new Salesforce account becomes an Epicor Kinetic customer without re-entry.
02
A reliable link between records
The Epicor customer ID on the Salesforce account lets later flows find the right record.
03
Fewer duplicate customers
Teams stop adding the same account by hand in both systems.
04
First orders without delay
New customers are available in Epicor Kinetic for order processing from day one.
01
Faster customer onboarding
Every new Salesforce account becomes an Epicor Kinetic customer without re-entry.
02
A reliable link between records
The Epicor customer ID on the Salesforce account lets later flows find the right record.
03
Fewer duplicate customers
Teams stop adding the same account by hand in both systems.
04
First orders without delay
New customers are available in Epicor Kinetic for order processing from day one.
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 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 new customer sync work?
When a new account is created in Salesforce, the flow creates the customer in Epicor Kinetic and writes the Epicor customer ID back to the Salesforce account.
Does it run on a schedule?
Why write the Epicor ID back to Salesforce?
Does it update existing customers?
What needs to be in place before it runs?
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