Automated B2B Churn Prevention: Re-Engage Inactive SAP Customers via Shopify & Outlook
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Customer Data Retrieval from SAP Business One
The workflow pulls all Business Partner records from SAP Business One with valid email addresses - building the foundation for targeted re-engagement at scale.
Intelligent Activity Window Calculation
A dynamic logic layer calculates a rolling date window (e.g., the last 30 days) and prepares the filter needed to identify recent purchasing activity per customer.
Order History Check
appse ai queries SAP Business One for orders placed by each customer within the defined timeframe - surfacing the data needed to pinpoint churn risk accurately.
Churn Detection Logic
A decision engine evaluates the order history for each customer. Those with no recent activity are automatically flagged as at-risk and moved into the re-engagement flow.
Automated Discount Code Generation
For every inactive customer, a personalized discount code is automatically generated in Shopify - ready for delivery with zero manual effort.
Personalized Email Outreach via Outlook
A targeted email is sent through Outlook to each at-risk customer, including their unique discount code and a clear call-to-action to re-engage with your business.
Continuous Re-Engagement Cycle
Scheduled to run on a recurring basis, the workflow continuously monitors your customer base - proactively identifying and acting on churn risk before revenue is lost.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New items created | Triggered when a new item is created in the SAP B1 |
| New deliverynotes created | Triggered when a new delivery note is created in SAP Business One. |
| Items price updated | Triggered when a existing item prices are updated in the SAP B1 |
| Items updated | Triggered when a existing item is updated in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
Streamline Your Order Process with Automation
Proactive Customer Retention on Autopilot
Inactive customers are identified and re-engaged automatically - no manual list-building, no missed opportunities, no revenue quietly walking out the door.
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2
Stop Revenue Loss Before It Happens
The moment a customer goes quiet, the system acts detecting the risk and delivering a personalized incentive before the relationship is lost for good.
Automated, Personalized Marketing Campaigns
Discount codes are generated individually in Shopify and delivered via personalized Outlook emails, creating a tailored experience for every at-risk customer, without any manual effort.
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4
Increased Customer Lifetime Value
Timely, targeted incentives encourage lapsed customers to return, turning one-time buyers into repeat revenue.
Data-Driven Engagement, Not Guesswork
Churn detection is driven by real-time order history from SAP Business One, so every outreach is based on actual buying behavior, not assumptions.
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Personalized at Scale
Every customer receives a message that feels individually crafted, powered by their own purchase history and a unique discount code.
Unified ERP + eCommerce + Email Workflow
SAP Business One, Shopify, and Outlook work together in a single automated flow, turning three separate tools into one powerful retention engine.
7
1
Proactive Customer Retention on Autopilot
Inactive customers are identified and re-engaged automatically - no manual list-building, no missed opportunities, no revenue quietly walking out the door.
2
Stop Revenue Loss Before It Happens
The moment a customer goes quiet, the system acts detecting the risk and delivering a personalized incentive before the relationship is lost for good.
3
Automated, Personalized Marketing Campaigns
Discount codes are generated individually in Shopify and delivered via personalized Outlook emails, creating a tailored experience for every at-risk customer, without any manual effort.
4
Increased Customer Lifetime Value
Timely, targeted incentives encourage lapsed customers to return, turning one-time buyers into repeat revenue.
5
Data-Driven Engagement, Not Guesswork
Churn detection is driven by real-time order history from SAP Business One, so every outreach is based on actual buying behavior, not assumptions.
6
Personalized at Scale
Every customer receives a message that feels individually crafted, powered by their own purchase history and a unique discount code.
7
Unified ERP + eCommerce + Email Workflow
SAP Business One, Shopify, and Outlook work together in a single automated flow, turning three separate tools into one powerful retention engine.
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