New orders created
Triggered when a new order is created in the SAP Business One
About this template
What this workflow does
Inactive customers are identified and re-engaged automatically - no manual list-building, no missed opportunities, no revenue quietly walking out the door. The moment a customer goes quiet, the system acts detecting the risk and delivering a personalized incentive before the relationship is lost for good.
Key benefits
- Proactive Customer Retention on Autopilot
- Stop Revenue Loss Before It Happens
- Automated, Personalized Marketing Campaigns
- Increased Customer Lifetime Value
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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 SAP Business One — automatically, every single day. Here is exactly what happens when this template runs.
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.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
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.
02
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.
03
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.
04
Increased Customer Lifetime Value
Timely, targeted incentives encourage lapsed customers to return, turning one-time buyers into repeat revenue.
05
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.
06
Personalized at Scale
Every customer receives a message that feels individually crafted, powered by their own purchase history and a unique discount code.
07
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.
01
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.
02
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.
03
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.
04
Increased Customer Lifetime Value
Timely, targeted incentives encourage lapsed customers to return, turning one-time buyers into repeat revenue.
05
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.
06
Personalized at Scale
Every customer receives a message that feels individually crafted, powered by their own purchase history and a unique discount code.
07
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.
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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