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Projetly + SAP S/4HANA

Projetly + SAP S/4HANA integrations

Create Projetly companies from new SAP S/4HANA business partners

Bring new customers and vendors from your ERP straight into your onboarding workspace. When a new organization is added as a business partner in SAP S/4HANA, this Zap creates a matching company in Projetly, so your team can start work without re-entering account details.

When this happens...
New Business PartnerTriggers when a new business partner (customer or vendor) is created.
TriggerPolling
automatically do this!
Create CompanyCreates a new company.
ActionWrite

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More things you can do with SAP S/4HANA and Projetly

Discover other triggers and actions you can use with SAP S/4HANA and Projetly

- Category
- Role
Trigger
Polling
Try It
- Purchasing Organization
- Supplier
Trigger
Polling
Try It
- Company Code
- Supplier
Trigger
Polling
Try It
- Company Code
  Required
- Purchase Order Type
  Required
- Purchasing Organization
  Required
- Supplier
  Required
- Currency
  Required
- Purchasing Group
- Purchase Order Date
- Language
- Material
  Required
- Quantity
  Required
- Unit of Measure
- Plant
  Required
- Net Price
  Required
- Account Assignment Category
- Account Assignment Quantity
- Account Assignment GL Account
- Account Assignment Cost Center
- Invoice Is Expected
- Delivery Date
- Line Item Text
Action
Write
- Company Code
  Required
- Supplier
  Required
- Invoice Number
  Required
- Document Date
  Required
- Posting Date
  Required
- Currency
  Required
- Gross Amount
  Required
- Purchase Order
- Purchase Order Item
- GL Account
- Tax Code
- Debit or Credit
Action
Write

- Invoice Number
- Supplier
- Company Code
- Document Date From
- Document Date To
Action
Search
Existing Company Updated
Triggers when an existing company is updated.
Trigger
Instant
Try It

Existing Contact Updated
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Existing Deal Updated
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Existing Project Updated
Triggers when an existing project is updated.
Trigger
Instant
Try It
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Write
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
  Required
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Select Contact to Update
  Required
- Select Company
- Contact Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
- Phone (Primary)
- First Name
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
Action
Write
- Select Project to Update
  Required
- Company Id
- Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
- Project Type
- Select Project Template
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Search or write

- Maintenance Planning Plant
- Maintenance Order Type
- Functional Location
Trigger
Polling
Try It
- Sales Organization
- Customer (Sold-To Party)
Trigger
Polling
Try It
- Business Partner Category
  Required
- Business Partner Grouping
  Required
- Search Term
- Language
- Correspondence Language
- Authorization Group
- Street
- House Number
- House Number Supplement
- Postal Code
- City
- Country
- Region
- District
- c/o
- Building Code
- Floor
- Room Number
- Street 2
- Street 3
- Street 4
- Street 5
- Different City
- Company Postal Code
- Time Zone
- Tax Jurisdiction
- Transportation Zone
- PO Box
- PO Box Postal Code
- PO Box City
- Form of Address
- Academic Title
- Middle Name
- Other Last Name
- Date of Birth
- Birthplace
- Gender
- Nationality
- Marital Status
- Email Address
- Phone Number
- Phone Extension
- Mobile Phone Number
- Fax Number
- Fax Extension
- Website URL
Action
Write
- Sales Order Type
  Required
- Sales Organization
  Required
- Distribution Channel
  Required
- Division
  Required
- Customer (Sold-To Party)
  Required
- Customer PO Reference
- Requested Delivery Date
- Currency
- Payment Terms
- Incoterms
- Incoterms Location
- Billing Block
- Material
  Required
- Quantity
  Required
- Unit of Measure
- Item Category
- Plant
Action
Write
- Business Partner Name
- Business Partner ID
- Category
- Role
Action
Search
New Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created in Projetly.
Trigger
Instant
Try It
- Project
Trigger
Instant
Try It
- Company Id
- Contact Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Contact Status Pipeline
- Work Email (Primary)
  Required
- Phone (Primary)
- First Name
  Required
- Last Name
- Job Title
- Professional Network URL
- Social Media URL
- Social Contact Number
- Secondary Email
- Secondary Phones
- Department
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Internal Notes
- Preferred Language
- Campaign
- Number of Custom Fields
Action
Write
- Company Id
  Required
- Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Customer / Contact Id
  Required
- Project Type
  Required
- Select Project Template
  Required
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Project Name
  Required
- Start Date
- Due Date
- Is ARR (Annual Recurring Revenue)
- Project Fee
- Show Forecasted Date
Action
Write
- Select Company to Update
  Required
- Company Owner
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
- Company Name
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
Action
Write
- Select Deal to Update
  Required
- Account / Company Id
- Customer / Contact Id
- Default Owner Id
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
- Deal: Pipeline
- Deal: Stage / Milestone
- Select Default Deal Room Template
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Write
- Select Project
  Required
- Task Title
- Task Description
- Due Date
- Checklist Items
- Tags
Action
Write
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
Action
Search
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Company Owner
  Required
- Owner Email (optional)
- Owner Name (optional)
- Select Default Lead Status Pipeline
  Required
- Company Name
  Required
- Domain / Website
- Professional Network URL
- Social Media URL
- Description
- Parent Company Id
- Estimated ARR
- Employee Range
- Operating Regions
- Category
- Enter Vertical / Industry
- Location: Country
- Location: State
- Location: City
- Location: Address
- Location: Zip Code
- Number of Custom Fields
Action
Search or write
- Due
- Search Property 1
  Required
- Condition 1
  Required
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Account / Company Id
  Required
- Customer / Contact Id
  Required
- Default Owner Id
  Required
- Owner Email (optional)
- Owner Name (optional)
- Account: Account Name
  Required
- Account: website URL / Domain
- Account: Description
- Account: Vertical
- Account: Segment
- Account: Region
- Deal: Name
  Required
- Deal: Pipeline
  Required
- Deal: Stage / Milestone
  Required
- Select Default Deal Room Template
  Required
- Deal: Start Date
- Deal: Due Date
- Expected Deal Value
- Billing Model
Action
Search or write
- Select Project
  Required
- Due
- Search Property 1
- Condition 1
- Search Property 2
- Condition 2
- Search Property 3
- Condition 3
- Due Date Condition
- Due Date
- Task Title
  Required
- Task Description
- Checklist Items
- Tags
Action
Search or write

About Projetly

Projetly is an AI-powered platform to streamline onboarding, manage projects, automate workflows, and collaborate with customers in digital sales rooms.

HelpHelp

Related categories

Beta

Project Management

About SAP S/4HANA

SAP S/4HANA is an intelligent ERP suite that helps businesses manage finance, supply chain, manufacturing, and operations in real time.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Related Zap Templates

Create SAP S/4HANA business partners from new Projetly contacts

Create Projetly deals from new SAP S/4HANA sales orders