Integrate Agile CRM with SAP S/4HANA
Send information between Agile CRM and SAP S/4HANA automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Agile CRM and SAP S/4HANA using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Deal
Triggers when a new deal is created
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
Maintenance order created
Triggers when a new maintenance order is created
Billing document created
Triggers when a new billing document is created
Billing document created or updated
Triggers when a new billing document is created or an existing one is updated
Supplier created
Triggers when a new supplier is created
Billing document created
Triggers when a new billing document is created
Business partner updated
Triggers when details of an existing business partner are updated
Purchase order created or updated
Triggers when purchase order is created or updated
Business partner created or updated
Triggers when details of an existing business partner are updated
Sales order created or updated
Triggers when sales order is created or updated
Product created or updated
Triggers when a product is created or updated
Sales quotation created or updated
Triggers when sales quotation is created or updated
Customer created
Triggers when a new customer is created
Business partner created
Triggers when a new business partner is created
Sales quotation created or updated
Triggers when sales quotation is created or updated
Payment advice created
Triggers when a new payment advice is created
Payment advice created
Triggers when a new payment advice is created
Sales order created or updated
Triggers when sales order is created or updated
Sales contract created or updated
Triggers when sales contract is created or updated
Product created or updated
Triggers when a product is created or updated
Sales order BOM created or updated
Triggers when sales order bill of material is created or updated
Record created or updated
Triggers when a record is created or updated in the API service entity
Sales contract created or updated
Triggers when sales contract is created or updated
Billing document created or updated
Triggers when a new billing document is created or an existing one is updated
Purchase contract created or updated
Triggers when purchase contract is created or updated
Purchase order created or updated
Triggers when purchase order is created or updated
Business partner created
Triggers when a new business partner is created
Sales order BOM created or updated
Triggers when sales order bill of material is created or updated
Supplier invoice created
Triggers when supplier invoice is created
All Actions - Actions are the automated tasks
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Add note to contact
Adds a note to an existing contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create or update record
Creates a new record or updates an existing entry by using selected entity API endpoint
Fetch supplier
Fetches details of an existing supplier
Create lead
Creates a new lead
Create business partner address
Creates a new business partner address
Create business partner
Creates a new business partner
Create record
Creates a record in selected entity.
Fetch sales order
Fetches a sales order details
Fetch lead
Fetches details of an existing lead
Fetch product
Fetches a product details
Fetch customer
Fetches details of an existing customer
Fetch purchase order
Fetches a purchase order details
Fetch record
Fetch record(s) from a selected entity.
Fetch business partner
Fetches details of an existing business partner
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is SAP S/4HANA?
SAP S/4HANA is an enterprise resource planning(ERP) suite that helps companies manage things like finance, sales, and supply chain in one place. It runs on a database called HANA for real-time processing.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
