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HomeTemplatesShopify Customer Tag Change — SAP B1 Price List Auto-Reassignment
Customer SyncEcommerceERP

Shopify Customer Tag Change — SAP B1 Price List Auto-Reassignment

Apps used in this template

Shopify
Shopify
SAP Business One
SAP Business One
Shopify
SAP Business One

About this template

What this workflow does

Automatically updates SAP Business One customer groups and price lists when Shopify customer tags change, checks for impacted open orders, and notifies the sales team of any pricing adjustments required.

Key benefits

  • Automated Customer Tier Management
  • Prevent Pricing Disputes
  • Protect Existing Orders
  • Consistent Pricing Across Systems

Template details

Steps
7 automated steps
Apps
2 integrations
Flow
Shopify → SAP Business One
Mode
One-way sync
Category
Customer SyncEcommerceERP
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

New Return Created

Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

02

Products updated

On products updated in Shopify.

03

New Company Created

Triggers when a new company is created in Shopify.

04

Fulfillment Created

Triggers when a fulfillment is created in Shopify. Select whether to fetch partially fulfilled or fully fulfilled orders.

05

New Company Location Created

Triggers when a new company location is created in Shopify.

06

New Draft Orders Created

Triggers when a new draft order is created in Shopify.

07

Orders updated

On orders updated in Shopify.

08

Customers updated

On customers updated in Shopify.

09

New orders created

On new orders created in Shopify.

10

Orders Cancelled

Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.

11

New customers created

On new customers created in Shopify.

12

New products created

On new products created in Shopify.

13

New Abandoned Checkout

Triggers when a new abandoned checkout is created in Shopify.

14

New Refund Created

Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items.

Inside the flow

How the template works

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

01

Customer Tier Change Detection

Triggered whenever a customer record is updated in Shopify, enabling immediate response when tags indicating a pricing tier change are modified.

02

SAP B1 Customer Record Lookup

Retrieves the corresponding customer record in SAP Business One to identify the existing customer group and pricing structure linked to the Shopify customer.

03

Pricing Configuration Update

Updates the customer's pricing group and price list in SAP Business One based on the new Shopify classification, ensuring future quotes, orders, and invoices use the correct tier.

04

Open Order Review

Checks SAP Business One for any open sales orders associated with the customer that may have been created under the previous pricing level.

05

Impact Evaluation

Determines whether open sales orders exist — skipping unnecessary review steps when no active transactions are affected by the pricing change.

06

Order Information Consolidation

If open orders are found, gathers and consolidates relevant order details into a clear summary for the sales team to review.

07

Sales Team Notification

Sends an automated notification to the sales team with the customer tier change details and a list of open orders requiring pricing accuracy review.

Business benefits

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

01

Automated Customer Tier Management

Shopify tag changes are reflected in SAP Business One customer groups and price lists automatically — no manual cross-system updates required.

02

Prevent Pricing Disputes

Customers are always quoted and invoiced at the correct tier, reducing credit notes, billing corrections, and revenue leakage caused by outdated pricing.

03

Protect Existing Orders

Open sales orders under outdated pricing are identified automatically, giving teams time to act before fulfilment or invoicing locks in the wrong price.

04

Consistent Pricing Across Systems

Customer groups and price lists stay synchronized between Shopify and SAP Business One — both systems operate from the same source of truth at all times.

05

Reduce Administrative Overhead

Manual pricing checks are replaced with automated validation and record updates, freeing sales and operations teams for higher-value work.

06

Proactive Sales Team Visibility

Reps are notified instantly when customer pricing tiers change, keeping everyone aligned and eliminating unwelcome pricing surprises during order processing.

07

Scale Pricing Operations Confidently

Support growing customer bases and complex pricing structures without increasing administrative workload or introducing pricing errors as your business scales.

01

Automated Customer Tier Management

Shopify tag changes are reflected in SAP Business One customer groups and price lists automatically — no manual cross-system updates required.

02

Prevent Pricing Disputes

Customers are always quoted and invoiced at the correct tier, reducing credit notes, billing corrections, and revenue leakage caused by outdated pricing.

03

Protect Existing Orders

Open sales orders under outdated pricing are identified automatically, giving teams time to act before fulfilment or invoicing locks in the wrong price.

04

Consistent Pricing Across Systems

Customer groups and price lists stay synchronized between Shopify and SAP Business One — both systems operate from the same source of truth at all times.

05

Reduce Administrative Overhead

Manual pricing checks are replaced with automated validation and record updates, freeing sales and operations teams for higher-value work.

06

Proactive Sales Team Visibility

Reps are notified instantly when customer pricing tiers change, keeping everyone aligned and eliminating unwelcome pricing surprises during order processing.

07

Scale Pricing Operations Confidently

Support growing customer bases and complex pricing structures without increasing administrative workload or introducing pricing errors as your business scales.

Questions & answers

Frequently asked questions

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

What triggers the customer pricing update in SAP B1?

The flow triggers automatically whenever a customer record is updated in Shopify. It detects tag changes that indicate a pricing tier modification and immediately updates the corresponding SAP Business One customer group and price list.

How does the integration identify the right SAP B1 customer?

What happens to open orders when a customer's pricing tier changes?

What notification does the sales team receive?

Can this integration support multiple price lists in SAP B1?

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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