1.Monitors new outbound order message
Integrate Salesforce, and CRM data tools to capture the new outbound message and map order payload fields into the workflow.
Create ERP sales orders from CRM outbound messages
Automatically transform Salesforce order notification payloads across Salesforce and Google Sheets mapping. Create and update Exact Online sales orders and items when outbound messages arrive, so you can validate customers, build order lines, and reduce manual order entry without reporting.
How this automation creates ERP sales orders
When order notifications arrive as new outbound messages, order entry can get delayed and mistakes can slip into fulfillment. This automation monitors Salesforce outbound messages and uses Google Sheets mappings and Exact Online item and sales order actionsβso your team can turn CRM orders into validated ERP records.
Salesforceor swap with your favorite app
2.Looks up customer mapping
Integrate Google Sheets and data lookup tools to find the customer mapping by CRM account identifier and select the customer code.
Google Sheetsor swap with your favorite app
3.Finds or creates item by code
Integrate Exact Online and product catalog tools to locate the item by product code or create it with mapped details.
Exact Onlineor swap with your favorite app
4.Creates sales order with lines
Integrate Exact Online and order record tools to create the sales order, map delivery and references, and populate line values.
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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