New products created
On new products created in Shopify.
About this template
Automated workflow template for The "Fraud Hold & Release"
Key benefits
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Customize the flow
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
appse ai runs this workflow end to end for Shopify — automatically, every single day. Here is exactly what happens when this template runs.
The system checks Shopify every 3 minutes to detect newly created orders, ensuring no incoming transaction is missed as part of the automated Shopify to Dynamics 365 Business Central order integration.
Each Shopify order is automatically processed to structure line items, including quantities, pricing, and shipping charges, preparing clean and ERP-ready data for seamless Shopify Business Central sync.
The workflow fetches fraud risk insights for each Shopify order, identifying potentially high-risk transactions before they enter Dynamics 365 Business Central and enabling proactive fraud detection for eCommerce order management.
The system checks Dynamics 365 Business Central to find an existing customer based on the buyer's email address, ensuring accurate customer mapping and data integrity across your ERP.
Before creating a new order, the system verifies whether the Shopify order already exists in Business Central using the external reference number, preventing duplicate entries and maintaining clean order records.
If the order does not exist, a new sales order is automatically created in Business Central with all line-level details including items, pricing, and shipping through end-to-end Shopify Business Central order automation.
The created sales order is enriched with fraud risk recommendations and assessment details directly within Business Central, providing internal teams with full visibility for faster and more informed order review decisions.
For high-risk orders, an automated alert is instantly sent to Microsoft Teams with order details, risk level, and a direct link to review the order in Shopify, enabling immediate team action and coordination.
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Shopify fraud insights are evaluated before each order enters Business Central, enabling your team to intercept and review suspicious transactions before goods are picked, packed, or shipped, reducing chargebacks and financial losses.
02
Automated reference number checks ensure every Shopify order flows into Business Central exactly once, eliminating duplicate sales orders and keeping your ERP data clean and reconciliation-ready.
03
Shopify orders are converted into Business Central sales orders automatically every 3 minutes through eCommerce ERP integration, removing manual data entry and ensuring zero orders are missed regardless of volume or time of day.
04
Risk recommendations are written into each sales order in Business Central, giving your operations and finance teams instant context for order review decisions without needing to switch between systems.
05
Microsoft Teams notifications with order details and risk level ensure the right team members are alerted the moment a suspicious order is detected, reducing response time from hours to minutes.
06
Every item, quantity, and shipping charge is structured and synced precisely from Shopify to Business Central, ensuring your ERP reflects accurate order value and inventory commitments from the moment an order is created.
07
The 3-minute polling cycle handles growing Shopify order volumes automatically, letting your team manage increasing sales without adding manual processing effort or dedicated order entry staff.
08
Automatic customer matching by email ensures every Shopify buyer is correctly linked to their Business Central record, maintaining a consistent and accurate customer database across your commerce and ERP systems.
01
Shopify fraud insights are evaluated before each order enters Business Central, enabling your team to intercept and review suspicious transactions before goods are picked, packed, or shipped, reducing chargebacks and financial losses.
02
Automated reference number checks ensure every Shopify order flows into Business Central exactly once, eliminating duplicate sales orders and keeping your ERP data clean and reconciliation-ready.
03
Shopify orders are converted into Business Central sales orders automatically every 3 minutes through eCommerce ERP integration, removing manual data entry and ensuring zero orders are missed regardless of volume or time of day.
04
Risk recommendations are written into each sales order in Business Central, giving your operations and finance teams instant context for order review decisions without needing to switch between systems.
05
Microsoft Teams notifications with order details and risk level ensure the right team members are alerted the moment a suspicious order is detected, reducing response time from hours to minutes.
06
Every item, quantity, and shipping charge is structured and synced precisely from Shopify to Business Central, ensuring your ERP reflects accurate order value and inventory commitments from the moment an order is created.
07
The 3-minute polling cycle handles growing Shopify order volumes automatically, letting your team manage increasing sales without adding manual processing effort or dedicated order entry staff.
08
Automatic customer matching by email ensures every Shopify buyer is correctly linked to their Business Central record, maintaining a consistent and accurate customer database across your commerce and ERP systems.
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