What you can automate with SAP Business One

Drag any of these 33 actions into a process — no code, no API wrangling.

Create Business Partner

Create a new business partner

Create Credit Note

Create a credit note

Create Delivery Note

Create a delivery note

Create Invoice

Create an A/R invoice

Create Item

Create a new item

Create Journal Entry

Create a journal entry

Create Order

Create a sales order

Create Purchase Order

Create a purchase order

Delete Business Partner

Delete a business partner

Get Business Partner

Get business partner details

Get Employee

Get employee details

Get Invoice

Get invoice details

Get Item

Get item details

Get Order

Get sales order details

Get Purchase Order

Get purchase order details

List Business Partners

List business partners

List Credit Notes

List credit notes

List Currencies

List currencies

List Delivery Notes

List delivery notes

List Employees

List employees

List GL Accounts

List chart of accounts

List Invoices

List A/R invoices

List Items

List items/products

List Journal Entries

List journal entries

List Orders

List sales orders

List Payment Terms

List payment terms

List Price Lists

List price lists

List Purchase Orders

List purchase orders

List Tax Codes

List sales tax codes

List Warehouses

List warehouses

Login

Authenticate to the Service Layer

Update Business Partner

Update a business partner

Update Item

Update an item

How the SAP Business One connection works

1. Authenticate

SAP Business One uses username and password. Save the connection once and reuse it across every process.

2. Build the process

Drop SAP Business One steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because SAP Business One has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

SAP Business One Integration