Real-Time Fulfillment Visibility to Sales Team
SAP Business One → Zoho CRM
Apps Required
No-code and low-code platform
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Trigger: New delivery notes created in SAP Business One
Detects when new delivery notes are created in SAP Business One, using a scheduled trigger that checks for new records every 3 minutes.
Get sales order by ID in Zoho CRM
Retrieves the corresponding sales order from Zoho CRM using the web order ID stored in the SAP delivery note.
Filter: Is status not Delivered?
Filters the sales order to check if the status is not already set to Delivered, ensuring only undelivered orders are processed.
Merge SAP delivery note with Zoho CRM sales order
Merges the SAP Business One delivery note data with the filtered Zoho CRM sales order data using an inner join on the pair index.
Update sales order status in Zoho CRM
Updates the sales order status to Delivered in Zoho CRM and adds the tracking ID from the SAP Business One delivery note.
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 fulfillment visibility
Automatically updates Zoho CRM sales order status when delivery notes are created in SAP Business One.
1
2
Tracking information sync
Syncs tracking numbers from SAP Business One delivery notes to Zoho CRM sales orders for complete shipment visibility.
Reduced manual updates
Eliminates the need for manual status updates, ensuring sales teams always have accurate delivery information.
3
1
Real-time fulfillment visibility
Automatically updates Zoho CRM sales order status when delivery notes are created in SAP Business One.
2
Tracking information sync
Syncs tracking numbers from SAP Business One delivery notes to Zoho CRM sales orders for complete shipment visibility.
3
Reduced manual updates
Eliminates the need for manual status updates, ensuring sales teams always have accurate delivery information.
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