Detect the opportunity
The flow starts when a new opportunity is created in Salesforce.
About this template
What This Workflow Does
Closed deals in Salesforce often wait hours or days before someone rekeys them as sales orders in the ERP. This template starts when an opportunity is created in Salesforce, passes only Closed Won deals, checks Epicor Kinetic for an existing order by PO number, then creates the sales order header and each order line.
Key benefits
- Orders from won deals — Only Closed Won opportunities reach Epicor Kinetic, so open and lost deals never touch the ERP.
- Right customer — The linked Salesforce account is used to find the matching Epicor Kinetic customer.
- Duplicate checks — The PO number is checked before the order is created, and each line is checked before it is added.
- Every line carried — Each product line is processed separately with its quantity and price.
Inside the flow
How the template works
Triggered on a new Salesforce opportunity, the flow keeps Closed Won deals, checks Epicor Kinetic by PO number, then creates the order header and its lines in two parallel paths.
Keep Closed Won deals
A filter passes only opportunities in the Closed Won stage.
Check for an existing order
Epicor Kinetic is searched by the opportunity's PO number, and the flow stops if an order already exists.
Match the customer
The linked Salesforce account is fetched by ID and the matching Epicor Kinetic customer is found.
Create the sales order
A new sales order is created in Epicor Kinetic with the customer and PO reference.
Add the order lines
Each product line is split out, checked against existing lines, and added with its quantity and price.
Business Benefits
Turn won deals into ERP orders without the handoff
01
Faster order start
Won deals reach Epicor Kinetic as sales orders without waiting on a manual handoff.
02
Accurate lines
Each product, quantity and price is carried line by line from the opportunity.
03
Clean ERP records
Order and line checks stop the same deal from being entered twice.
04
No rekeying
Sales closes the deal in Salesforce and operations sees the order in Epicor Kinetic.
05
Volume without headcount
Each won deal follows the same path whether you close ten or a thousand a month.
01
Faster order start
Won deals reach Epicor Kinetic as sales orders without waiting on a manual handoff.
02
Accurate lines
Each product, quantity and price is carried line by line from the opportunity.
03
Clean ERP records
Order and line checks stop the same deal from being entered twice.
04
No rekeying
Sales closes the deal in Salesforce and operations sees the order in Epicor Kinetic.
05
Volume without headcount
Each won deal follows the same path whether you close ten or a thousand a month.
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 sales order sync work?
When an opportunity is created in Salesforce and is Closed Won, the flow checks Epicor Kinetic by PO number, matches the customer and creates the sales order with its lines.
Which opportunities are sent to Epicor Kinetic?
How are duplicate orders prevented?
How is the customer matched?
What needs to be in place before it runs?
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Hans Engstrom
Operations Manager, Christiana Bikes
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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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