Opportunities created
Trigger when opportunities are created in Business Central.
About this template
What this workflow does
Your sales and support teams always have the latest shipment status from Business Central reflected in Salesforce — without waiting for manual updates or inter-department emails. Teams no longer need to manually track and update shipment statuses in Salesforce, saving time and removing a significant source of daily operational workload.
Key benefits
- Real-Time Shipment Visibility in Salesforce
- Eliminate Manual Status Updates
- Accurate Cross-System Order Tracking
- Better Customer Communication
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 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 Dynamics 365 Business Central — automatically, every single day. Here is exactly what happens when this template runs.
Shipment Detection
appse ai continuously monitors Dynamics 365 Business Central and automatically detects newly created sales shipment records every few minutes, ensuring no shipment event is missed.
Order Matching in Salesforce
For each detected shipment, the flow searches Salesforce to find the corresponding order using a unique reference number, ensuring the correct CRM record is identified before any update is made.
Shipment Status Update
Once the matching order is located in Salesforce, the system updates the order record by marking its shipment status as Shipped using a dedicated custom field — keeping your CRM fully current with ERP fulfillment events.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Real-Time Shipment Visibility in Salesforce
Your sales and support teams always have the latest shipment status from Business Central reflected in Salesforce — without waiting for manual updates or inter-department emails.
02
Eliminate Manual Status Updates
Teams no longer need to manually track and update shipment statuses in Salesforce, saving time and removing a significant source of daily operational workload.
03
Accurate Cross-System Order Tracking
Unique reference-based matching ensures each shipment is linked to the precise Salesforce order — eliminating mismatches and keeping your ERP and CRM in complete alignment.
04
Better Customer Communication
With up-to-date shipment information available directly in Salesforce, your team can respond to customer inquiries faster and with accurate, confident answers every time.
05
Consistent, Error-Free Status Updates
Automation ensures shipment statuses are updated correctly with every sync — no missed records, no incorrect entries, and no reliance on manual processes that can be forgotten or delayed.
06
Seamless ERP-CRM Alignment
Fulfillment data from Business Central flows automatically into Salesforce, bridging the operational gap between your fulfillment team and your customer-facing teams with zero friction.
01
Real-Time Shipment Visibility in Salesforce
Your sales and support teams always have the latest shipment status from Business Central reflected in Salesforce — without waiting for manual updates or inter-department emails.
02
Eliminate Manual Status Updates
Teams no longer need to manually track and update shipment statuses in Salesforce, saving time and removing a significant source of daily operational workload.
03
Accurate Cross-System Order Tracking
Unique reference-based matching ensures each shipment is linked to the precise Salesforce order — eliminating mismatches and keeping your ERP and CRM in complete alignment.
04
Better Customer Communication
With up-to-date shipment information available directly in Salesforce, your team can respond to customer inquiries faster and with accurate, confident answers every time.
05
Consistent, Error-Free Status Updates
Automation ensures shipment statuses are updated correctly with every sync — no missed records, no incorrect entries, and no reliance on manual processes that can be forgotten or delayed.
06
Seamless ERP-CRM Alignment
Fulfillment data from Business Central flows automatically into Salesforce, bridging the operational gap between your fulfillment team and your customer-facing teams with zero friction.
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