Golden Workflows

Golden Workflows provide ready-to-use versions of common business scenarios. They provide a flexible starting point which can be customized, or simply used out-of-the-box. The list below will continue to grow based on customer requests, so contact your implementation consultant if you’d like to see your business scenario in a Golden Workflow.

Amazon Marketplace Web Services

Amazon Marketplace Web Services (MWS) Connector includes access to the following Golden Workflows. These workflows integrate Fulfillment By Amazon (FBA) with an ERP system (such as SAP Business One or Sage Intacct). Golden Workflows include:

  • Orders (Amazon to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Orders (ERP to Amazon)
  • Fulfillments/Deliveries (ERP to Amazon)
    • This workflow includes tracking information.
  • Products/Items (ERP to Amazon)
  • Inventory (ERP to Amazon)

For connector documentation, such as action details and release notes, see: Amazon Marketplace Web Services Connector Reference.

Concur

Concur Expense Golden Workflows integrate expenses with an ERP system (such as SAP Business One):

  • Approved Expenses to Journal Entry (Concur to SAP Business One)
  • Approved Expenses to A/P Invoice (Concur to SAP Business One)
  • Outstanding Expenses to Accrued Journal Entry (Concur to SAP Business One)

For connector documentation, such as action details and release notes, see: Concur Connector Reference.

HubSpot

HubSpot Golden Workflows integrate your HubSpot environment with an ERP system (such as SAP Business One or Sage Intacct):

  • Quote workflows, including separate workflows for different scenarios:
    • Quotes to Quotes(ERP to HubSpot)
    • Quotes to Deals (ERP to HubSpot)
  • Orders (ERP to HubSpot)
  • Accounts/Business Partners/Customers (ERP to HubSpot)
  • Accounts/Business Partners/Customers (HubSpot to ERP)
  • Account Contacts/Business Partner Contacts (ERP to HubSpot)

For connector documentation, such as action details and release notes, see: HubSpot Connector Reference.

Incoming Email

Incoming Email connectors (including Office365, Gmail, POP3, etc.), provide a way to trigger integrations based on incoming email messages.

  • Address CRM scenarios like generating SAP Business One Activities.
  • Automate sales or purchase document generation (automation) based on file attachments (excel, csv, xml, etc.) on the incoming email.
  • Generate service calls or support tickets
  • Plus so much more!

For connector documentation, such as action details and release notes, see: Incoming Email Connector Reference.

Magento

Magento Golden Workflows integrate your Magento web store with an ERP system (such as SAP Business One or Sage Intacct):

  • Orders (Magento to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Fulfillments/Deliveries (ERP to Magento)
    • This workflow includes tracking information.
  • Products/Items (ERP to Magento)
  • Stocks/Inventory (ERP to Magento)

For technical details on how to implement Magento Golden Workflows, see Implementing Workflows for Magento Connector.

For connector documentation, such as action details and release notes, see: Magento Connector Reference.

Sage Intacct

For technical details on how to implement Golden Workflows for Sage Intacct, see Implementing Workflows for Sage Intacct.

For connector documentation, such as action details and release notes, see: Sage Intacct Connector Reference.

Sage Intacct - HubSpot

See HubSpot workflows above

Salesforce

Salesforce Golden Workflows integrate your Salesforce environment with an ERP system (such as SAP Business One):

  • Quotes (Salesforce to ERP)
  • Orders (Salesforce to ERP)
  • Orders (ERP to Salesforce)
  • Accounts/Business Partners (ERP to Salesforce)
  • Account Contacts/Business Partner Contacts (ERP to Salesforce)
  • Account Contacts/Business Partner Contacts (Salesforce to ERP)
  • Items/Products (ERP to Salesforce)
  • Inventory (ERP to Salesforce)
  • Activities (Salesforce to ERP)
  • Opportunities (Salesforce to ERP)
  • Equipment Card to Asset (SAP Business One to Salesforce)

For technical details on how to implement Salesforce Golden Workflows, see Implementing Workflows for Salesforce Connector.

For connector documentation, such as action details and release notes, see: Salesforce Connector Reference.

SAP Business One

SAP Business One (B1) is supported for Hana using Service Layer and for SQL Server using B1WebAPI. This ERP system is supported by a wide array of Golden Workflows for multiple Connectors, as linked below.

For technical details on how to implement Golden Workflows for SAP Business One, see Implementing Workflows for SAP Business One.

For connector documentation, such as action details and release notes, see: SAP Business One Connector Reference.

SAP Business One - InterCompany

InterCompany integrations allow multiple SAP Business One companies to share, replicate or consolidated data. This covers the following workflow scenarios:

  • Consolidation Workflows
    • Chart of Accounts Replication
    • Cost Center Replication
    • GL Consolidation
  • Master Data Replication Workflows
    • Business Partners
    • Chart of Accounts
    • Cost Centers
    • Items
    • Item Groups
    • Unit of Measure
  • Transaction Workflows
    • Purchase Order to Sales Order
    • Delivery to Goods Receipt Purchase Order
    • A/R Invoice to A/P Invoice
    • A/P Invoice to A/R Invoice
    • Journal Entries

SAP Business One - Amazon Marketplace Web Services

See Amazon Marketplace Web Services workflows above

SAP Business One - HubSpot

See HubSpot workflows above

SAP Business One - Magento

See Magento workflows above

SAP Business One - Salesforce

See Salesforce workflows above

SAP Business One - ShipStation

See ShipStation workflows below

SAP Business One - Shopify

See Shopify workflows below

SAP Business One - WooCommerce

See WooCommerce workflows below

ShipStation

ShipStation Golden Workflows integrate your ShipStation environment with an ERP system (such as SAP Business One or Sage Intacct):

  • Order workflows including separate workflows for different scenarios:
    • Order to Order (ERP to ShipStation)
    • Delivery to Order (ERP to ShipStation)
    • Pick List to Order (ERP to ShipStation)
    • A/R Invoice to Order (ERP to ShipStation)
  • Deliveries/Fulfillment workflows including separate workflows for different scenarios:
    • Fulfillment to Delivery/Fulfillment (ShipStation to ERP)
    • Fulfillment to A/R Invoice (ShipStation to ERP)
  • Packing Slip to Order (SAP Business One with Produmex to ShipStation)
  • Order Cancellation (ShipStation to ERP)

For connector documentation, such as action details and release notes, see: ShipStation Connector Reference.

Shopify

Shopify Golden Workflows integrate your Shopify web store with an ERP system (such as SAP Business One or Sage Intacct):

  • Orders (Shopify to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Order Cancellation (Shopify to ERP)
  • Fulfillments/Deliveries (ERP to Shopify)
    • This workflow includes tracking information.
  • Products/Items (ERP to Shopify)
  • Location Quantities/Inventory (ERP to Shopify)
  • Refunds/Credit Memos (Shopify to ERP)
  • Customers (ERP to Shopify)

For technical details on how to implement Shopify Golden Workflows, see Implementing Workflows for Shopify Connector.

For connector documentation, such as action details and release notes, see: Shopify Connector Reference.

WooCommerce

WooCommerce Golden Workflows integrate your WooCommerce web store with an ERP system (such as SAP Business One or Sage Intacct):

  • Orders (WooCommerce to ERP)
    • The SAP Business One version of this workflow includes creation of a corresponding A/R Down Payment Invoice document and Incoming Payment document.
  • Deliveries (ERP to WooCommerce)
    • This workflow includes tracking information.
  • A/R Invoice to Order Tracking (ERP to WooCommerce)
    • This is an alternative flow for deliveries.
  • Products/Items (ERP to WooCommerce)
  • Inventory (ERP to WooCommerce)

For technical details on how to implement WooCommerce Golden Workflows, see Implementing Workflows for WooCommerce Connector.

For connector documentation, such as action details and release notes, see: WooCommerce Connector Reference.