Add new orders from Salesforce to Business Central
Salesforce → Business Central
Apps Required
No-code and low-code platform
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Trigger: New orders created in Salesforce
Detects when new orders are created in Salesforce.
Splitter: Split order items
Splits order items for processing individual line items.
Get product details from Salesforce
Fetches product details for each order item from Salesforce.
Aggregator: Aggregate item data
Aggregates item data for order creation.
Merge: Merge order and item data
Merges order and item data for Business Central sales order creation.
Decision: Check if order exists in Business Central
Checks for existing sales order in Business Central using external document number.
Create sales order in Business Central
Creates a new sales order in Business Central with aggregated data.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Contacts updated | Trigger when an existing Contact record is updated in Salesforce. |
| New quotations created | Trigger when a new Quotation record is created in Salesforce. |
| Accounts updated | Trigger when an existing Account record is updated in Salesforce. |
| New leads created | Trigger when a new lead record is created in Salesforce. |
| New orders created | Trigger when a new order record is created in Salesforce. |
| New contact created | Trigger when a new Contact record is created in Salesforce. |
| New opportunities created | Trigger when a new Opportunity record is created in Salesforce. |
| New account created | Trigger when a new Account record is created in Salesforce. |
| New Case Created | Trigger that executes when a new case is created in Salesforce. |
Streamline Your Order Process with Automation
Automated order sync
Automates order creation from Salesforce to Business Central.
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Accurate item mapping
Ensures accurate mapping of order items and product codes.
Reduced manual entry
Eliminates manual entry and reduces errors in sales order processing.
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1
Automated order sync
Automates order creation from Salesforce to Business Central.
2
Accurate item mapping
Ensures accurate mapping of order items and product codes.
3
Reduced manual entry
Eliminates manual entry and reduces errors in sales order processing.
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Frequently Asked Questions
Common questions about this automation template.
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