Integrate Zoho CRM with SAP Business One
Send information between Zoho CRM and SAP Business One automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho CRM and SAP Business One using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Business partner created
Triggers when a new business partner is created
Item created or updated
Triggers when a new item is created or details of an existing one are updated
Return request created or updated
Triggers when a new return request is created or details of an existing one are updated
Sales invoice created or updated
Triggers when a new sales invoice is created or details of an existing one are updated
Purchase order created
Triggers when a new purchase order is created
Delivery note created
Triggers when a new delivery note is created
Sales quotation created or updated
Triggers when a new sales quotation is created or details of an existing one are updated
Goods receipt created or updated
Triggers when a new goods receipt is created or details of an existing one are updated
Delivery note created or updated
Triggers when a new delivery note is created or details of an existing one are updated
Business partner created or updated
Triggers when a new business partner is created or details of an existing one are updated
Sales invoice created
Triggers when a new sales invoice is created
Sales opportunity created or updated
Triggers when a new sales opportunity is created or details of an existing one are updated
Sales order created or updated
Triggers when a new sales order is created or details of an existing one are updated
Sales return created
Triggers when a new sales return is created
Item created
Triggers when a new item is created
Sales quotation created
Triggers when a new sales quotation is created
Goods receipt created
Triggers when a new goods receipt is created
Return request created
Triggers when a new return request is created
Sales return created or updated
Triggers when a sales return is created or details of an existing one are updated
Purchase invoice created
Triggers when a new purchase invoice is created
Sales order created
Triggers when a new sales order is created
Purchase invoice created or updated
Triggers when a new purchase invoice is created or details of an existing one are updated
Purchase order created or updated
Triggers when a new purchase order is created or details of an existing one are updated
All Actions - Actions are the automated tasks
Send mail merge
Sends a mail merge with details of the selected record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Convert lead to contact
Converts a lead to a contact
Draft email
Drafts an email for the selected record
Enroll cadence
Enrolls an existing record to a cadence
Update related module entry
Relates an entry in this module with an entry in another module
Add tags
Adds tags to the specified record
Add user
Adds a new user
Update module entry
Updates the specified module entry
Raise signal
Raises a signal to Zoho CRM
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Add note
Adds a note to the selected module
Un-enroll cadence
Un-enrolles a record from the cadence
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Fetch email template
Fetches an email template by name
Fetch inventory template
Fetches an inventory template using ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch user
Fetches the details of an existing user by name or email address
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create purchase order
Creates a new purchase order
Create purchase invoice
Creates a new purchase invoice
Create sales quotation
Creates a new sales quotation with the specified customer and item details
Create sales invoice
Creates a new sales invoice
Create item
Creates a new item
Create business partner
Creates a new business partner
Create sales order
Creates a new sales order
Create sales return
Creates a new sales return
Create or update record
Creates a new record or updates an existing record
Fetch sales invoice
Fetches details of a sales invoice
Fetch equipment card
Fetches details of an equipment card
Fetch delivery note
Fetches details of a delivery note
Fetch purchase order
Fetches details of a purchase order
Fetch business partner
Fetches details of a business partner
Fetch sales opportunity
Fetches details of a sales opportunity
Fetch user
Fetches details of an user
Fetch sales order
Fetches details of a sales order
Fetch purchase invoice
Fetches details of a purchase invoice
Fetch sales return
Fetches details of a sales return
Fetch service contract
Fetches details of a service contract
Fetch return request
Fetches details of a return request
Fetch goods receipt
Fetches details of a goods receipt
Fetch incoming payment
Fetches details of an incoming payment
Fetch record
Fetches a record using the specified details
Fetch sales quotation
Fetches details of a sales quotation
Fetch vendor payment
Fetches details of a vendor payment
Fetch item
Fetches details of an item
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
What is SAP Business One?
SAP Business One (SAP B1) is an ERP solution for small and medium-sized businesses that centralizes and streamlines core operations like finance, sales, purchasing, inventory, and more.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
