1.Detects ordered stage opportunity
Integrate Salesforce to watch for Opportunity stage changes to an ordered state and start order creation from CRM context.
Create sales order in ERP from closed opportunity
Automatically detect Opportunity stage changes to an ordered state across Salesforce and ERP tools. Create sales orders when an opportunity is orderedβso you can post structured order data, generate a PDF, and attach order results back to the originating record without manual order entry.
How this automation creates ERP sales orders from CRM deals
When an opportunity reaches the ordered stage, delays in order creation can stall fulfillment and invoicing. This automation finds account details, transforms line items, posts the sales order to your ERP, and updates Salesforce with the order ID and attached PDFβso your team can move faster.
Salesforceor swap with your favorite app
2.Pulls account and opportunity fields
Integrate Salesforce to find the related Account by Account ID and map billing and shipping blocks to address objects.
3.Retrieves ERP token and defaults
Integrate Zapier Tables to look up the stored ERP API token row and apply configured warehouse and location defaults.
Zapier Tablesor swap with your favorite app
4.Transforms line items to ERP lines
Integrate Code by Zapier to convert Opportunity line items into ERP line format and calculate unit prices, amounts, and discounts.
Code by Zapieror swap with your favorite app
5.Posts sales order JSON to ERP
Integrate Webhooks by Zapier to post assembled sales order JSON to the ERP endpoint using the retrieved Authorization header.
Webhooks by Zapieror swap with your favorite app
6.Updates order ID and attaches PDF
Integrate Salesforce to update the Opportunity with the created order ID and attach the returned sales order PDF to the record.
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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