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HomeTemplatesSAP B1 Invoices Auto-Emailed to Customers with PDF Attachments
ERPEmailAccounting

SAP B1 Invoices Auto-Emailed to Customers with PDF Attachments

Apps used in this template

SAP Business One
SAP Business One
Microsoft Outlook
Microsoft Outlook
FTP SFTP
FTP SFTP
SAP Business One
Microsoft Outlook
FTP SFTP

About this template

What this workflow does

Automate your SAP B1 Invoice→ Shopify Order Tagged as Invoiced + PDF mailed to Customer workflow with APPSeCONNECT.

Key benefits

  • Eliminate Manual Invoice Distribution
  • Ensure Every Invoice Reaches the Right Customer
  • Accelerate Payment Cycles
  • Improve Customer Experience

Template details

Steps
4 automated steps
Apps
3 integrations
Flow
SAP Business One → Customer Email
Mode
One-way sync
Category
ERPEmailAccounting
Version
v1.0

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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.

01

Items price updated

Triggered when a existing item prices are updated in the SAP B1

02

New incoming payments created

Triggered when a new incoming payment is created in the SAP B1

03

New orders created

Triggered when a new order is created in the SAP Business One

04

New Purchase Delivery Notes Created

Triggered when a new purchase delivery note is created in SAP Business One.

05

New service calls created

Triggered when a new service call is created in the SAP B1

06

Business partners updated

Triggered when a business partner is updated in the SAP B1

07

New business partners created

Triggered when a new business partner is created in the SAP B1

08

New returns created

Triggered when a new return request is created in the SAP B1

09

New AR invoices created

Triggered when a new AR invoice is created in the SAP B1

10

New quotations created

Triggered when a new quotation is created in the SAP B1

11

New Credit Note created

Triggered when a new AR credit note is created in the SAP B1

12

Items updated

Triggered when a existing item is updated in the SAP B1

13

New deliverynotes created

Triggered when a new delivery note is created in SAP Business One.

14

New activities created

Trigger when new activities are created in SAP Business One.

15

New items created

Triggered when a new item is created in the SAP B1

16

New Purchase Orders created

Triggered when a new purchase order is created in the SAP B1

Inside the flow

How the template works

appse ai runs this workflow end to end for SAP Business One — automatically, every single day. Here is exactly what happens when this template runs.

01

Scheduled Invoice Monitoring

Runs on a defined schedule, continuously polling SAP B1 for newly generated open invoices - detecting every new invoice automatically without any manual review required.

02

Invoice and Customer Data Retrieval

Extracts complete invoice details from SAP B1 and cross-references the associated Business Partner record to retrieve the correct customer contact information for delivery.

03

Invoice PDF Location and Download

Queries SAP B1 for the invoice's attachment metadata, connects to the linked FTP/SFTP directory, locates the exact folder path, and securely downloads the PDF invoice for email delivery.

04

Automated PDF Email Delivery

Composes and sends the invoice PDF directly to the customer as an email attachment via Microsoft Outlook - completing the billing communication cycle automatically from invoice creation to customer inbox.

Business benefits

More than moving data between apps — here is the measurable impact this automation delivers for your team.

01

Eliminate Manual Invoice Distribution

Finance and AR teams no longer need to individually download, attach, and email invoices to customers - the entire distribution cycle from detection to delivery is handled automatically.

02

Ensure Every Invoice Reaches the Right Customer

Customer contact details and PDF attachments are fetched dynamically from SAP B1 records - eliminating the risk of sending the wrong invoice to the wrong recipient.

03

Accelerate Payment Cycles

Invoices reach customers the moment they are generated and finalized in SAP B1, removing the billing delays that slow down payment and extend days sales outstanding for the finance team.

04

Improve Customer Experience

Customers receive professional, timely invoice emails without needing to chase your team for documentation - faster, more consistent billing builds trust and reduces inbound payment queries.

05

Free Your AR Team for Higher-Value Work

By eliminating repetitive invoice emailing tasks, accounts receivable teams can focus on exception handling, dispute resolution, and financial analysis rather than manual document distribution.

06

Scale Billing Operations Without Added Effort

Whether your business generates 10 or 10,000 invoices per day, the scheduled automation processes every one identically and reliably - billing capacity grows with transaction volume without growing the back-office team.

01

Eliminate Manual Invoice Distribution

Finance and AR teams no longer need to individually download, attach, and email invoices to customers - the entire distribution cycle from detection to delivery is handled automatically.

02

Ensure Every Invoice Reaches the Right Customer

Customer contact details and PDF attachments are fetched dynamically from SAP B1 records - eliminating the risk of sending the wrong invoice to the wrong recipient.

03

Accelerate Payment Cycles

Invoices reach customers the moment they are generated and finalized in SAP B1, removing the billing delays that slow down payment and extend days sales outstanding for the finance team.

04

Improve Customer Experience

Customers receive professional, timely invoice emails without needing to chase your team for documentation - faster, more consistent billing builds trust and reduces inbound payment queries.

05

Free Your AR Team for Higher-Value Work

By eliminating repetitive invoice emailing tasks, accounts receivable teams can focus on exception handling, dispute resolution, and financial analysis rather than manual document distribution.

06

Scale Billing Operations Without Added Effort

Whether your business generates 10 or 10,000 invoices per day, the scheduled automation processes every one identically and reliably - billing capacity grows with transaction volume without growing the back-office team.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

What applications does the SAP B1 Invoice→ Shopify Order Tagged as Invoiced + PDF mailed to Customer integration support?

This integration connects your business applications via APPSeCONNECT's no-code platform.

How long does it take to set up?

Is the data sync bidirectional?

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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Richard Grew
Renegade Brewery

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