Proposed ESB connector scenario - Integrating SalesBinder with CleverTimCRM, Shopify and ZohoBooks.

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Proposed ESB connector scenario - Integrating SalesBinder with CleverTimCRM, Shopify and ZohoBooks.

Rasika Hettige

1.     Overview

SalesBinder is a comprehensive online inventory management system that helps to organize customers, sales leads, purchase orders, estimates and invoices. Since SalesBinder is 100% web-based, it is easy to access inventory and other business activities at anytime from anywhere in the world.

2.     Benefits of SalesBinder

  •        Easy to track inventory items and related functionalities at anytime from anywhere in the world.

  •        Include advanced functionalities such as team collaboration, custom user permissions, inventory locations, detailed financial reports, low inventory notifications and etc.

  •        Easy to customize Invoices, Estimates, Purchase Orders as per your choice. 

  •        SalesBinder can be easily set up and offers a free 30 Days Trial to experience its features. 

  •        It can be easily integrated with 3rd party tools to integrate with other functionalities.
 

3.     SalesBinder Business Scenario

 

In describing the business scenario of SalesBinder, it can be divided into sections such as Customer Creation, Item Selling and Manage Accounting.

 

 Inline image 1

 

Assumption: Email Address of Customers/Suppliers/Prospects or Contacts in all 3 APIs are considered as key parameters which will be used to integrate with each other.

3.1 Customer Creation

 Inline image 2

Customer Creation

·    Customer creation can be initiated by either retrieving selected Companies from ClevertimCRM API and Create Customer Accounts, Prospect Accounts and Supplier Accounts in SalesBinder API Or by creating Customer Accounts, Prospect Accounts and Supplier Accounts directly in SalesBinder API

Advantages of integrating with ClevertimCRM API

·      ClevertimCRM is an online CRM which can be used to define different type of companies such as Customers, Suppliers and Prospects to deal with different business    aspects.

 

3.2 Item Selling

Inline image 3

Item Selling

Note: Inventory Item creation is an Offline process for this scenario.

·  Retrieve selected Inventory Items from SalesBinder API and Create products in Shopify API to sell them online.

·  Retrieve unshipped orders from Shopify API and Create Purchase Orders called "Dropped Shipped to Customers" in SalesBinder API to order goods from the supplier and send them directly to customer without touching the inventory.

- When creating the Purchase Order, if the relevant Contact does not exists, create the same Contact in SalesBinder API. And also create the same Purchase Order in   ZohoBooks API for financial purposes. (When creating the Purchase Order in ZohoBooks API, check whether the related Supplier Account exists in ZohoBooks API and if not create Supplier as Contact.)

Note: Supplier should be created as Contact by stating the contact_type as "Supplier" in ZohoBooks API.

·  Retrieve selected Purchase Orders (Dropped Shipped to Customers) from SalesBinder API which the goods are received and create Fulfillments for them in Shopify API.

Note: When goods are received in a particular Purchase Order, the goods received status should be updated as an offline process for this scenario.

Advantages of integrating with Shopify API

·  Shopify is a complete e-commerce solution that allows to set up an online store with a variety of products and variants to sell.

Advantages of integrating with ZohoBooks API

·  Zohobooks is an online account application which helps businesses to manage accounting needs.

 

3.2 Manage Accounts

Inline image 4

Manage Accounts

·      Create/Update an Invoice in SalesBinder API and create the same Invoice in ZohoBooks API for financial purposes. (When creating the Invoice in ZohoBooks API, check whether the related Customer Account exists in ZohoBooks API and create the Contact if does not exist.)

·     Create/Update an Estimate in SalesBinder API and create the same Estimate in ZohoBooks API for financial purposes. (When creating the Estimate in ZohoBooks API, check whether the related Prospect/Customer Account exists in ZohoBooks API and create Contact if does not exist.)

·    Create/Update a Purchase Order (Delivered to the Location) in SalesBinder API and create the same Purchase Order in ZohoBooks API for financial purposes. (When creating the Purchase Order in ZohoBooks API,  check whether the related Supplier Account exists in ZohoBooks API and create Supplier as Contact if does not exist.)

Advantages of integrating with ZohoBooks API

·         Zohobooks is an online account application which helps businesses to manage accounting needs.


Thanks and Regards

Rasika


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Re: Proposed ESB connector scenario - Integrating SalesBinder with CleverTimCRM, Shopify and ZohoBooks.

Rasika Hettige
Hi All,

Please find the methods that will implement in each connector of this scenarios:

SalesBinder Connector

createAccount - Create a new account.
addInventoryItem - Add a new inventory item.
listInventoryItems - List all inventory items.
getInventoryItem - View inventory item details by ID.
createContact - Create a new contact.
listContacts - List all contacts.
getContact - View contact details by ID.
createDocument - Create a new document.
updateDocument - Update an exsisting document.
getDocument - View document details by ID.
listDocuments - List all documents.

CleverTimCRM Connector (v2.0)

createCompany - Create a new company.
listCompanies - List all Companies.
getCompany - Get company details by company ID.

ZohoBooks Connector (v2.0)

createPurchaseOrder - Create a new Purchase Order.
createEstimate - Create an Estimate.
createCustomerPayment - Create customer payment for an invoice.

Thanks & Regards
Rasika