Gmail → SAP Business One
Apps Required
Runs the workflow on a scheduled interval every hour to process incoming warranty registration emails.
Fetches all unread emails from the Gmail inbox to identify new warranty registration requests.
Retrieves the full details of each unread email, including body content and attachment metadata.
Downloads the PDF attachment from the warranty registration email for further processing.
Decodes the Base64-encoded PDF attachment into a readable format for AI processing.
Uses OpenAI to parse the decoded PDF and extract structured warranty registration data including customer name, email, address, product serial number, and expiry date.
Converts the OpenAI response string into a structured JSON object for downstream processing.
Looks up the business partner in SAP Business One using the customer email extracted from the warranty registration data.
Retrieves the product item details from SAP Business One using the product serial number from the warranty registration.
Checks whether a matching business partner was found in SAP Business One. Follows two separate paths based on the result.
If the customer exists, creates a customer equipment card in SAP Business One linked to the existing business partner.
Creates a warranty service contract in SAP Business One for the existing customer with the registered product.
Marks the processed email as read in Gmail to prevent duplicate registration processing.
If the customer does not exist, creates a new business partner in SAP Business One using the registration data from the email.
Creates a customer equipment card in SAP Business One for the newly created business partner.
Creates a warranty service contract in SAP Business One for the newly created business partner and registered product.
Marks the processed email as read in Gmail after completing the new customer registration flow.
| Modules | Trigger |
|---|---|
| No triggers for Gmail | |
Automatically processes incoming warranty registration emails, extracts structured data using AI, and registers service contracts in SAP Business One without any manual effort.
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Handles both existing and new customers — automatically creating business partner records in SAP Business One when no matching customer is found.
Ensures every registered product is linked to a customer equipment card and an active warranty service contract in SAP Business One for full lifecycle tracking.
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1
Automatically processes incoming warranty registration emails, extracts structured data using AI, and registers service contracts in SAP Business One without any manual effort.
2
Handles both existing and new customers — automatically creating business partner records in SAP Business One when no matching customer is found.
3
Ensures every registered product is linked to a customer equipment card and an active warranty service contract in SAP Business One for full lifecycle tracking.
Common questions about this automation template.
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