Instantly Detect High-Risk Shopify Orders Using SAP Data
Shopify → SAP Business One → Microsoft Teams
Apps Required
No-code and low-code platform
Explore how the templates work
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.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Products updated | On products updated in Shopify. |
| New Abandoned Checkout | Triggers when a new abandoned checkout is created in Shopify. |
| New Company Created | Triggers when a new company is created in Shopify. |
| New customers created | On new customers created in Shopify. |
| New products created | On new products created in Shopify. |
| Customers updated | On customers updated in Shopify. |
| New orders created | On new orders created in Shopify. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Refund Created | Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items. |
| Orders Cancelled | Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null. |
| New Company Location Created | Triggers when a new company location is created in Shopify. |
| New Return Created | Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return. |
Streamline Your Order Process with Automation
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.
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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.
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.
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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.
1
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.
2
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.
3
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.
4
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.
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