Real-Time Cash Flow Visibility to Sales and Account Teams
SAP Business One → Zoho CRM
Apps Required
No-code and low-code platform
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Trigger: New incoming payments created in SAP Business One
Detects when new incoming payments are created in SAP Business One, using a scheduled trigger that checks for new records every 3 minutes.
Get invoice by DocEntry in SAP Business One
Retrieves the invoice details from SAP Business One using the DocEntry from the payment invoice line.
Get invoice record by ID in Zoho CRM
Retrieves the corresponding invoice record from Zoho CRM using the invoice ID stored in the SAP invoice.
Filter: Is status not Paid?
Filters the invoice to check if the status is not already set to Paid, ensuring only unpaid invoices are processed.
Update invoice status in Zoho CRM
Updates the invoice status to Paid in Zoho CRM for the matching parent sales order.
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
Real-time payment visibility
Automatically updates Zoho CRM invoice status when incoming payments are recorded in SAP Business One.
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2
Accurate cash flow tracking
Ensures sales and account teams always have up-to-date payment information without manual status updates.
Duplicate processing prevention
Filters out already-paid invoices to avoid redundant updates and maintain data integrity.
3
1
Real-time payment visibility
Automatically updates Zoho CRM invoice status when incoming payments are recorded in SAP Business One.
2
Accurate cash flow tracking
Ensures sales and account teams always have up-to-date payment information without manual status updates.
3
Duplicate processing prevention
Filters out already-paid invoices to avoid redundant updates and maintain data integrity.
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Frequently Asked Questions
Common questions about this automation template.
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