SAP Business One

Automate SAP Business One through the OData Service Layer. Agents manage business partners and items, run the full sales and purchasing document lifecycle, apply payments, and post journal entries.

2 triggers 104 actions available

On New Sales Order fires when an order is created in SAP

Agent reads the order, the business partner, and the line items

Agent confirms the customer's credit and item availability

Agent notifies fulfillment and records the order for reporting

Fulfillment team gets the order details in their channel

An order that exceeds a credit limit routes to finance to release

What This Integration Enables

An agent can sync customers, vendors, and leads between SAP Business One and a CRM or storefront, and raise the full sales cycle from web forms or other apps: quotations, orders, deliveries, and A/R invoices. It drives purchasing through purchase quotations, orders, goods receipt POs, and A/P invoices, applies customer and vendor payments against open invoices, and keeps item, warehouse, and price-list master data in sync. Posting journal entries and inventory movements, and logging CRM activities against business partners, round out the coverage. When no dedicated action fits, the Query Entities passthrough runs an ad-hoc OData query against any Service Layer entity. Two polling triggers, On New Sales Order and On New Business Partner, let an agent kick off a workflow the moment those records are created. That combination lets an ops or finance team automate the ERP steps that today mean logging into SAP and clicking through screens.

Without FlowRunner

ERP data moved by hand Customers, orders, and invoices are rekeyed between SAP and other systems

Documents raised manually Quotations, orders, and invoices are entered one screen at a time

Events noticed late A new sales order or business partner is found on the next ERP check

With FlowRunner

ERP synced with the stack The agent mirrors partners, orders, and invoices across systems

Documents raised from a flow The sales and purchasing lifecycle runs from web forms and other apps

Events start flows Polling triggers react the moment a sales order or partner is created

Use Case Scenarios

Route a New Sales Order

When the On New Sales Order trigger fires, the agent notifies the fulfillment team through [Gmail](/integrations/gmail-service) Send Message and adds the order to a report with [Google Sheets](/integrations/google-sheets) Add Row. Fulfillment starts on the order the moment it is booked, and the reporting line is captured without an export.

Seed New Customers Into the ERP

The agent reads a list of new customers with [Google Sheets](/integrations/google-sheets) Get Rows, then calls Create Business Partner and Create Quotation to seed them into SAP Business One. Onboarding a batch of customers becomes one run instead of a morning of data entry.

Mirror a New Partner to the CRM

When the On New Business Partner trigger fires, the agent calls [HubSpot](/integrations/hubspot) Create Contact to mirror the account into the CRM and alerts sales through [Slack](/integrations/slack) Send Message To Channel. When a new sales order exceeds the customer's credit limit, the agent holds it and routes the release decision to finance.

Human-in-Loop Highlight

In an ERP, a sales order that exceeds a customer's credit limit is the classic exception: the rules do not cleanly apply, and releasing it anyway is a judgment call with real exposure. When the agent reads an order over the limit, it does not release it on its own. It treats the release as a [human-in-the-loop](/concepts/human-in-the-loop/) step: it pauses, presents the order, the business partner, the credit limit, and the current balance, and routes the decision to finance through Slack or email. Finance releases the order, or holds it, or asks for a deposit. Orders within limits flow through automatically; the ones that carry credit risk get a person, with the decision recorded against the document.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

104 actions

Business Partners

Create Business Partner Create a customer, vendor/supplier, or lead in SAP Business One. Use this to add a new trading partner before raising a sales or purchasing document for them.
Get Business Partner Retrieve one business partner by its code, including contact and address details.
List Business Partners List or search business partners, optionally filtered by type (Customer/Vendor/Lead). Returns all matching rows by following pagination automatically.
Update Business Partner Update fields on an existing business partner. Only the fields you supply change (PATCH semantics).
Delete Business Partner Delete a business partner. Fails if the partner has posted transactions (SAP returns -5006).
Create Contact Add a contact person to a business partner. Contacts are managed as the partner's ContactEmployees collection, so this patches the partner with a new contact.
Get Contacts Retrieve the contact persons (ContactEmployees) of a business partner.
List Contacts List business partners together with their contact persons. Follows pagination to return all rows.
Update Contact Update a contact person on a business partner by its internal code (PATCH of the ContactEmployees collection).

Items & Inventory

Create Item Create an inventory/sales/purchase item (product) master record. Use before adding the item to documents.
Get Item Retrieve one item including price and per-warehouse stock (ItemWarehouseInfoCollection).
List Items List or search items. Follows pagination to return all matches.
Update Item Update fields on an existing item (PATCH; only supplied fields change).
Delete Item Delete an item. Fails (-5006) if the item is used in transactions.
Create Warehouse Create a warehouse (stock location).
Get Warehouse Retrieve one warehouse by its code.
List Warehouses List or search warehouses. Follows pagination to return all rows.
Update Warehouse Update a warehouse's name (PATCH; only supplied fields change).
Get Price List Retrieve one price list by its number, including its item prices.
List Price Lists List all price lists. Follows pagination to return all rows.
Update Price List Update a price list's name or factor (PATCH; only supplied fields change).
Create Stock Transfer Move stock between warehouses with line items. Use to rebalance inventory across locations.
Get Stock Transfer Retrieve a stock transfer by its internal DocEntry.
List Stock Transfers List stock transfers. Follows pagination to return all rows.
Update Stock Transfer Update a stock transfer's header fields (PATCH; only supplied fields change).
Create Goods Issue Post a goods issue (remove stock from inventory, e.g. for scrap or internal use) with line items. Posted documents cannot be edited or deleted.
Get Goods Issue Retrieve a goods issue by its internal DocEntry.
List Goods Issues List goods issues. Follows pagination to return all rows.
Create Goods Receipt Post a goods receipt (add stock to inventory, e.g. for production or found stock) with line items. Posted documents cannot be edited or deleted.
Get Goods Receipt Retrieve a goods receipt by its internal DocEntry.
List Goods Receipts List goods receipts. Follows pagination to return all rows.

Sales

Create Quotation Create a sales quotation for a customer with line items. Use to send a price proposal before the customer commits to an order.
Get Quotation Retrieve a sales quotation by its internal DocEntry.
List Quotations List or search sales quotations by customer and/or status. Follows pagination for all rows.
Update Quotation Update a sales quotation's header fields (PATCH).
Close Quotation Close a sales quotation (bound Close action) so it no longer appears as open.
Create Order Create a sales order for a customer with one or more line items. Use after the quotation stage to commit the sale; it feeds delivery and invoicing.
Get Order Retrieve a sales order by its internal DocEntry.
List Orders List or search sales orders. Filter by customer and/or status; follows pagination for all rows.
Update Order Update a sales order's header fields (PATCH; only supplied fields change).
Close Order Close a sales order (bound Close action) so it no longer appears as open.
Cancel Order Cancel a sales order (bound Cancel action). Use to void an order that should not be fulfilled.
Create Delivery Note Create a delivery note (goods shipped to a customer) with line items. Use to record fulfillment of a sales order.
Get Delivery Note Retrieve a delivery note by its internal DocEntry.
List Delivery Notes List or search delivery notes by customer and/or status. Follows pagination for all rows.
Update Delivery Note Update a delivery note's header fields (PATCH; only supplied fields change).
Close Delivery Note Close a delivery note (bound Close action).
Create A/R Invoice Create a customer (A/R) invoice with line items. Use to bill a customer for goods or services.
Get A/R Invoice Retrieve a customer (A/R) invoice by its internal DocEntry.
List A/R Invoices List or search customer (A/R) invoices by customer and/or status. Follows pagination for all rows.
Update A/R Invoice Update a customer (A/R) invoice's header fields (PATCH; only supplied fields change).
Cancel A/R Invoice Cancel a customer (A/R) invoice (bound Cancel action). Creates a cancellation document.
Create A/R Credit Memo Create a customer (A/R) credit memo with line items. Use to credit a customer for returned goods or a billing correction.
Get A/R Credit Memo Retrieve a customer (A/R) credit memo by its internal DocEntry.
List A/R Credit Memos List or search customer (A/R) credit memos by customer and/or status. Follows pagination for all rows.
Update A/R Credit Memo Update a customer (A/R) credit memo's header fields (PATCH; only supplied fields change).
Cancel A/R Credit Memo Cancel a customer (A/R) credit memo (bound Cancel action).
Create Return Create a sales return (customer sends goods back) with line items.
Get Return Retrieve a sales return by its internal DocEntry.
List Returns List or search sales returns by customer and/or status. Follows pagination for all rows.
Update Return Update a sales return's header fields (PATCH; only supplied fields change).

Purchasing

Create Purchase Quotation Create a purchase quotation request to a vendor with line items. Use to solicit a vendor price before raising a purchase order.
Get Purchase Quotation Retrieve a purchase quotation by its internal DocEntry.
List Purchase Quotations List or search purchase quotations by vendor and/or status. Follows pagination for all rows.
Update Purchase Quotation Update a purchase quotation's header fields (PATCH; only supplied fields change).
Close Purchase Quotation Close a purchase quotation (bound Close action).
Create Purchase Order Create a purchase order to a vendor with line items. Use to procure stock or services.
Get Purchase Order Retrieve a purchase order by its internal DocEntry.
List Purchase Orders List or search purchase orders by vendor and/or status. Follows pagination for all rows.
Update Purchase Order Update a purchase order's header fields (PATCH; only supplied fields change).
Close Purchase Order Close a purchase order (bound Close action).
Cancel Purchase Order Cancel a purchase order (bound Cancel action). Use to void a PO that should not be fulfilled.
Create Goods Receipt PO Create a goods receipt PO (record receipt of purchased goods) with line items. Use to receive stock against a purchase order.
Get Goods Receipt PO Retrieve a goods receipt PO by its internal DocEntry.
List Goods Receipt POs List or search goods receipt POs by vendor and/or status. Follows pagination for all rows.
Update Goods Receipt PO Update a goods receipt PO's header fields (PATCH; only supplied fields change).
Create A/P Invoice Create a vendor (A/P) invoice with line items. Use to record a bill from a vendor.
Get A/P Invoice Retrieve a vendor (A/P) invoice by its internal DocEntry.
List A/P Invoices List or search vendor (A/P) invoices by vendor and/or status. Follows pagination for all rows.
Update A/P Invoice Update a vendor (A/P) invoice's header fields (PATCH; only supplied fields change). Note: A/P invoices cannot be cancelled via Service Layer.
Create A/P Credit Memo Create a vendor (A/P) credit memo with line items. Use to record a credit from a vendor for returned goods or a billing correction.
Get A/P Credit Memo Retrieve a vendor (A/P) credit memo by its internal DocEntry.
List A/P Credit Memos List or search vendor (A/P) credit memos by vendor and/or status. Follows pagination for all rows.
Update A/P Credit Memo Update a vendor (A/P) credit memo's header fields (PATCH; only supplied fields change).

Payments

Create Incoming Payment Record a customer payment against one or more A/R invoices. Use to apply received cash, transfer, or check to open invoices.
Get Incoming Payment Retrieve an incoming (customer) payment by its internal DocEntry.
List Incoming Payments List or search incoming (customer) payments by customer. Follows pagination for all rows.
Cancel Incoming Payment Cancel an incoming (customer) payment (bound Cancel action). Posted payments cannot be edited or deleted, only cancelled.
Create Outgoing Payment Record a payment to a vendor against one or more A/P invoices. Use to apply cash, transfer, or check to open vendor bills.
Get Outgoing Payment Retrieve an outgoing (vendor) payment by its internal DocEntry.
List Outgoing Payments List or search outgoing (vendor) payments by vendor. Follows pagination for all rows.
Cancel Outgoing Payment Cancel an outgoing (vendor) payment (bound Cancel action). Posted payments cannot be edited or deleted, only cancelled.

Financials

Create Journal Entry Post a manual G/L journal entry with balanced debit/credit lines. Use for adjustments and accruals.
Get Journal Entry Retrieve a journal entry by its number (JdtNum).
List Journal Entries List journal entries. Follows pagination to return all rows.
Update Journal Entry Update a journal entry's memo or reference (PATCH; only supplied fields change).
Get Account Retrieve a single G/L account from the chart of accounts by its code.
List Accounts List or search G/L accounts (chart of accounts). Follows pagination to return all rows.

CRM

Create Activity Create a CRM activity (call, meeting, task, note) linked to a business partner. Use to log customer interactions and follow-ups.
Get Activity Retrieve a CRM activity by its ActivityCode.
List Activities List or search CRM activities by business partner. Follows pagination to return all rows.
Update Activity Update a CRM activity's notes (PATCH; only supplied fields change).
Delete Activity Delete a CRM activity by its ActivityCode.

Query

Query Entities Run an advanced OData query against any Service Layer entity set with filter/select/sort. Returns ALL matching rows (follows pagination automatically). Use when no dedicated action fits.

Triggers

2 triggers

Event Triggers

On New Sales Order Fires when a new sales order is created in SAP Business One. Polls the Service Layer and starts a flow to fulfill, notify, or report on the order.
On New Business Partner Fires when a new business partner is created in SAP Business One. Polls the Service Layer and starts a flow to mirror the account into your CRM or notify sales.

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