New Return Created
Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.
About this template
What this workflow does
Automate your Shopify Draft Order → SAP B1 Sales Quotation Sync workflow with APPSeCONNECT.
Key benefits
- Full Quote Pipeline Visibility in SAP B1
- Zero Manual Quotation Entry
- Duplicate-Free Quotation Management
- Always Linked to the Right Business Partner
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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.
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.
New Draft Order Detection
Triggers instantly the moment a sales rep creates a new Draft Order in Shopify - capturing all line items, customer details, and pricing in real time.
Duplicate Quotation Check
Queries SAP B1 to check whether a Sales Quotation already exists for this draft order - preventing duplicates if the flow is re-triggered or the draft order is updated.
New Orders Only Gate
If a quotation already exists, the workflow stops - no duplicate is created. Only genuinely new draft orders proceed, keeping SAP B1 clean and free of redundant records.
Business Partner Card Code Fetch
Retrieves the SAP B1 Business Partner card code linked to the customer - the unique identifier needed to correctly assign the quotation to the right account in the ERP.
Sales Lines Assembly
Processes all line items from the Shopify Draft Order - mapping product references, quantities, and quoted prices into the structure required for a SAP B1 Sales Quotation.
Sales Quotation Creation
Posts a new Sales Quotation in SAP B1 with Business Partner resolved and all line items prepared - creating a formal ERP record that exactly reflects the Shopify Draft Order.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Full Quote Pipeline Visibility in SAP B1
Every Shopify Draft Order is instantly reflected as a Sales Quotation in SAP B1 - giving finance and sales leadership a live, accurate view of open quotes, pipeline value, and conversion rates.
02
Zero Manual Quotation Entry
Sales reps no longer need to re-key draft order details into SAP B1. The moment a draft order is created in Shopify, the quotation is raised automatically - saving time and eliminating transcription errors.
03
Duplicate-Free Quotation Management
The built-in existence check ensures every draft order produces exactly one SAP quotation - giving finance and ops teams a clean, non-duplicated record set for accurate pipeline reporting.
04
Always Linked to the Right Business Partner
The Business Partner card code is resolved before every quotation is created - no orphaned quotations, no mislinked records, and no manual clean-up required after the fact.
05
Quoted Price Captured at the Point of Issue
Exact prices agreed at the time of quoting are written into SAP B1 immediately - creating a permanent record critical for dispute resolution, margin analysis, and audit trails.
06
Quote-to-Order Conversion Tracking
Because every draft order maps to a SAP quotation with a traceable reference, finance teams can finally report on quote-to-order conversion rates - insight previously invisible when quotes lived only in Shopify.
01
Full Quote Pipeline Visibility in SAP B1
Every Shopify Draft Order is instantly reflected as a Sales Quotation in SAP B1 - giving finance and sales leadership a live, accurate view of open quotes, pipeline value, and conversion rates.
02
Zero Manual Quotation Entry
Sales reps no longer need to re-key draft order details into SAP B1. The moment a draft order is created in Shopify, the quotation is raised automatically - saving time and eliminating transcription errors.
03
Duplicate-Free Quotation Management
The built-in existence check ensures every draft order produces exactly one SAP quotation - giving finance and ops teams a clean, non-duplicated record set for accurate pipeline reporting.
04
Always Linked to the Right Business Partner
The Business Partner card code is resolved before every quotation is created - no orphaned quotations, no mislinked records, and no manual clean-up required after the fact.
05
Quoted Price Captured at the Point of Issue
Exact prices agreed at the time of quoting are written into SAP B1 immediately - creating a permanent record critical for dispute resolution, margin analysis, and audit trails.
06
Quote-to-Order Conversion Tracking
Because every draft order maps to a SAP quotation with a traceable reference, finance teams can finally report on quote-to-order conversion rates - insight previously invisible when quotes lived only in Shopify.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
What applications does the Shopify Draft Order → SAP B1 Sales Quotation Sync 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
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
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