Use Cases › CRM-to-ERP Handoff
Sales → Finance

CRM-to-ERP Handoff

When a deal closes, your CRM knows first. Your ERP, finance stack, and ops team should all know immediately — without manual data entry or an engineering ticket.

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How the workflow runs

  1. 1

    Trigger: Opportunity stage changes to Closed-Won in Salesforce

    OrchVyne listens natively to Salesforce field changes. No polling, no webhook setup on the Salesforce side. When Stage transitions to "Closed Won," the workflow fires instantly.

  2. 2

    Branch: ACV-based conditional routing

    The workflow reads the ACV field from the Salesforce opportunity and branches based on your threshold — default $25k, configurable per workflow. No code, just a value-comparison branch node on the canvas.

  3. 3

    Fan-out: ERP record creation + Slack notification

    Whichever ERP system receives the invoice creation — NetSuite for enterprise deals, QuickBooks for SMB — the workflow also fans out to Slack simultaneously, posting a structured deal summary to #finance-deals.

  4. 4

    Audit: Full error trail in OrchVyne console

    If the NetSuite invoice creation fails — duplicate customer record, missing field — OrchVyne catches the error, holds the workflow execution, and surfaces it in your audit log with the exact API response. Not a generic "workflow failed" email. The exact error.

Start with this workflow today

Free plan includes up to 500 executions per month. The CRM-to-ERP handoff template is ready to customize — connect your Salesforce, pick your ERP, set your threshold.

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