New products created
On new products created in Shopify.
About this template
What this workflow does
Automatically screen Shopify orders against SAP Business One credit limits and open invoices, approve safe orders as sales orders, and flag high-risk orders with Shopify risk assessments and Microsoft Teams alerts.
Key benefits
- Automated Credit-Based Order Screening
- Real-Time Fraud and Risk Alerts
- Seamless Order-to-ERP Flow for Approved Orders
- Reduced Bad Debt Exposure
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Customize the flow
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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
How the template works
appse ai runs this workflow end to end for Shopify — automatically, every single day. Here is exactly what happens when this template runs.
Detect New Orders in Shopify
The workflow triggers automatically every three minutes, polling Shopify for newly created orders. Each detected order—including customer details, line items with SKUs, quantities, unit prices, and the transaction amount—is forwarded for credit evaluation.
Retrieve Business Partner and Open Invoices from SAP Business One
The Shopify customer's email is used to look up the matching business partner in SAP Business One, returning the partner's card code and credit limit. The workflow then searches for all open (unpaid) invoices belonging to that partner, and an aggregator collects the invoice totals into a single dataset.
Calculate Total Exposure and Compare Against Credit Limit
A code node sums the Shopify order amount with the outstanding open invoice totals from SAP to compute the customer's total financial exposure. This calculated total is then compared against the business partner's credit limit to determine whether the order can be safely fulfilled.
Approve Order: Create Sales Order in SAP Business One
If the calculated total is within the credit limit, the order is approved. A new sales order is created in SAP Business One with the Shopify order date, business partner code, line items (SKU, quantity, unit price), and the customer's shipping address.
Flag Risk: Create Risk Assessment and Alert Team
If the calculated total exceeds the credit limit, the order is flagged as high risk. A risk assessment with a HIGH risk level and NEGATIVE sentiment is created on the Shopify order, noting the customer's open invoices and exceeded credit limit. A message is then sent to a Microsoft Teams chat group alerting the team to review the flagged order urgently.
Business benefits
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automated Credit-Based Order Screening
Every Shopify order is automatically checked against the customer's SAP credit limit and outstanding invoices, preventing risky orders from being fulfilled without review.
02
Real-Time Fraud and Risk Alerts
High-risk orders are instantly flagged in Shopify with a risk assessment and escalated to the team via Microsoft Teams, enabling fast intervention before shipment.
03
Seamless Order-to-ERP Flow for Approved Orders
Orders that pass the credit check are automatically converted into SAP Business One sales orders with full line item and address details, eliminating manual data entry.
04
Reduced Bad Debt Exposure
By blocking orders that would push a customer over their credit limit, the business minimizes the risk of unpaid invoices and improves cash flow predictability.
01
Automated Credit-Based Order Screening
Every Shopify order is automatically checked against the customer's SAP credit limit and outstanding invoices, preventing risky orders from being fulfilled without review.
02
Real-Time Fraud and Risk Alerts
High-risk orders are instantly flagged in Shopify with a risk assessment and escalated to the team via Microsoft Teams, enabling fast intervention before shipment.
03
Seamless Order-to-ERP Flow for Approved Orders
Orders that pass the credit check are automatically converted into SAP Business One sales orders with full line item and address details, eliminating manual data entry.
04
Reduced Bad Debt Exposure
By blocking orders that would push a customer over their credit limit, the business minimizes the risk of unpaid invoices and improves cash flow predictability.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does the workflow determine whether an order is high risk?
It sums the new Shopify order amount with all outstanding open invoice totals from SAP Business One. If the combined total exceeds the customer's credit limit, the order is flagged as high risk.
What happens when an order passes the credit check?
How is the team notified about flagged orders?
How often does the workflow check Shopify for new orders?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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