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Trigger: New quote created in Zoho CRM
Detects newly created or modified quotes in Zoho CRM using a scheduled trigger that checks every 3 minutes.
Get quote by ID in Zoho CRM
Fetches complete quote details from Zoho CRM using the quote ID from the trigger payload.
Filter: Is quote stage Confirmed?
Processes only quotes where the quote stage is Confirmed.
Search quotation by customer reference number in SAP Business One
Checks SAP Business One for an existing quotation using the Zoho quote ID as customer reference number (NumAtCard).
Decision: Is quotation missing in SAP Business One?
Verifies whether no existing quotation is found (DocEntry not present) before creating a new one.
Merge quote data streams
Merges validated Zoho quote data and decision output using pair index for aligned record mapping.
Create sales quotation in SAP Business One
Creates a new sales quotation in SAP Business One with quote header and line-item details from Zoho CRM.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| New quote created | Trigger when a new quote record is created in Zoho CRM, including associated line items and billing/shipping details. |
| New task created | Trigger when a new task record is created in Zoho CRM. |
| New salesorder created | Trigger when a new sales order record is created in Zoho CRM, including associated line items. |
| New deal created | Trigger when a new deal record is created in Zoho CRM. |
| Lead updated | Trigger when a lead record is updated in Zoho CRM. |
| New lead created | Trigger when a new lead record is created in Zoho CRM. |
| New account created | Trigger when a new account record is created in Zoho CRM. |
Streamline Your Order Process with Automation
Qualified quote automation
Automatically transfers only confirmed quotes from Zoho CRM to SAP Business One.
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Duplicate prevention
Checks existing SAP quotations by customer reference number to avoid duplicate quotation creation.
Faster CRM to ERP handover
Reduces manual effort and speeds up sales quotation processing between CRM and ERP systems.
3
1
Qualified quote automation
Automatically transfers only confirmed quotes from Zoho CRM to SAP Business One.
2
Duplicate prevention
Checks existing SAP quotations by customer reference number to avoid duplicate quotation creation.
3
Faster CRM to ERP handover
Reduces manual effort and speeds up sales quotation processing between CRM and ERP systems.
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Common questions about this automation template.
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