Enterprise use case · CRMConnect + SAP
CRMConnect order to ERP workflow
Orders agreed in CRM are re-keyed into SAP. CRMConnect orders and contracts become validated SAP sales orders and invoices.
Systems involved
What each system contributes
69 actions
- Orders4
- Contracts4
- Invoices6
- Clients4
- Contacts5
97 actions
- Sales Orders14
- Finance20
- Invoice10
CRMConnect has no trigger source, so a schedule, HTTP poll or webhook starts the run. Operations outside the listed CRMConnect groups use its API or Rules + Code.
Architecture
One governed run
How it starts: A schedule, HTTP poll or webhook starts the run. CRMConnect has no trigger source.
Step by step
How the process runs
- 01
Order context
CRMConnect orders, contracts, invoices, clients and contacts are read.
- 02
Validate
Rules + Code checks customer, pricing and contract terms.
- 03
SAP
SAP sales orders, finance and invoice actions create the records.
- 04
Exceptions
Orders that fail validation wait for review.
Control
Human decision and exception path
Human decision
Sales operations approves orders outside contract terms before SAP is written.
Exception path
- Unknown customers route to master data.
- Duplicate orders are blocked.
- SAP errors are retried.
Evidence
What gets audited
- Order and contract.
- Validation.
- Approval.
- SAP references.
Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.
Sovereignty and deploymentRelated
Patterns, connectors and next steps
- Salesforce-SAP integration
Integration pattern · Commercial commitments reach ERP fulfilment and finance without re-keying.
- CRMConnect connector
69 pre-built actions
- SAP connector
97 pre-built actions
- Enterprise automation
Governed processes across the systems you already run.
- Order to cash across CRM, ERP and billing
Another enterprise use case.
FAQ
Questions about this use case
- Does Nexus replace any of these systems?
- No. Each system keeps its own records. Nexus runs the process between them and records each decision.
- How does the run start?
- A schedule, HTTP poll or webhook starts the run. CRMConnect has no trigger source.
- What if a step is not covered by a pre-built action?
- CRMConnect has no trigger source, so a schedule, HTTP poll or webhook starts the run. Operations outside the listed CRMConnect groups use its API or Rules + Code.
Use case review
Discuss this use case
Bring your version of the process. We will map the systems, approvals and evidence it needs.