Fully Automated AR Invoices Sync from SAP Business One to Zoho CRM
SAP Business One → Zoho CRM
Apps Required
No-code and low-code platform
Explore how the templates work
Detect New AR Invoices in SAP Business One
The workflow triggers automatically every three minutes, polling SAP Business One for newly created AR invoices. Each detected invoice—including document entry number, customer card name, line items, billing and shipping addresses, tax, discount, and due date—is forwarded for processing.
Check for Duplicate and Retrieve Full Invoice Details
A decision node checks whether the invoice has already been synced by verifying whether the Zoho Invoice ID field on the SAP invoice is empty. If the invoice has not been synced, the full invoice record is retrieved by DocEntry to ensure all line item details, addresses, and custom fields are available for the downstream steps.
Look Up Account in Zoho CRM
The customer name from the SAP invoice is used to search for the matching account in Zoho CRM. This lookup resolves the Zoho account ID so the invoice can be correctly linked to the right customer record in the CRM.
Merge Data and Create Invoice in Zoho CRM
The SAP invoice data and the Zoho account lookup result are merged into a single enriched dataset. A new invoice is then created in Zoho CRM with the document entry as the subject, linked account and sales order, complete billing and shipping addresses, tax, discount, due date, comments, and all invoiced line items with quantities, prices, discounts, and product references.
Write Back Zoho Invoice ID to SAP Business One
After the invoice is successfully created in Zoho CRM, the returned Zoho Invoice ID is written back to the original SAP Business One invoice record. This closes the loop and prevents the same invoice from being synced again on subsequent polling cycles.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Business partners updated | Triggered when a business partner is updated in the SAP B1 |
| New returns created | Triggered when a new return request is created in the SAP B1 |
| New quotations created | Triggered when a new quotation is created in the SAP B1 |
| New AR invoices created | Triggered when a new AR invoice is created in the SAP B1 |
| New business partners created | Triggered when a new business partner is created in the SAP B1 |
| New service calls created | Triggered when a new service call is created in the SAP B1 |
| New incoming payments created | Triggered when a new incoming payment is created in the SAP B1 |
| New orders created | Triggered when a new order is created in the SAP Business One |
| New Credit Note created | Triggered when a new AR credit note is created in the SAP B1 |
| Items price updated | Triggered when a existing item prices are updated 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 updated | Triggered when a existing item is updated in the SAP B1 |
| New activities created | Trigger when new activities are created in SAP Business One. |
Streamline Your Order Process with Automation
End-to-End Invoice Sync with Duplicate Prevention
A built-in check ensures each SAP AR invoice is synced to Zoho CRM exactly once, and the Zoho Invoice ID is written back to SAP to prevent re-processing on future polling cycles.
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Complete Invoice Data in Zoho CRM
Every synced invoice carries full line item details, billing and shipping addresses, tax, discounts, due dates, and linked account and sales order references—giving the sales team a comprehensive view without leaving the CRM.
Automatic Account Resolution
The workflow resolves SAP customer names to Zoho CRM account IDs automatically, ensuring invoices are always attached to the correct account without manual lookup.
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Near Real-Time Billing Visibility
With polling every three minutes, new AR invoices appear in Zoho CRM shortly after creation in SAP, keeping finance and sales teams aligned on billing status.
1
End-to-End Invoice Sync with Duplicate Prevention
A built-in check ensures each SAP AR invoice is synced to Zoho CRM exactly once, and the Zoho Invoice ID is written back to SAP to prevent re-processing on future polling cycles.
2
Complete Invoice Data in Zoho CRM
Every synced invoice carries full line item details, billing and shipping addresses, tax, discounts, due dates, and linked account and sales order references—giving the sales team a comprehensive view without leaving the CRM.
3
Automatic Account Resolution
The workflow resolves SAP customer names to Zoho CRM account IDs automatically, ensuring invoices are always attached to the correct account without manual lookup.
4
Near Real-Time Billing Visibility
With polling every three minutes, new AR invoices appear in Zoho CRM shortly after creation in SAP, keeping finance and sales teams aligned on billing status.
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