Customer Relationship & SalesPurpose
1.2. Reduce errors, maintain contract compliance, enable rapid response to market changes, and enhance customer experience by automating the communication and application of agreed price updates.
1.3. Integrate with CRM, ERP, e-commerce, and communication systems to seamlessly notify, apply, and track all price adjustments with audit trails for compliance and transparency.
Trigger Conditions
2.2. Scheduled review cycle (e.g., monthly, quarterly, or during supplier price fluctuations).
2.3. Receipt of new pricing rules via email, document, or form submission by management.
2.4. API event indicating price adjustment in suppliers’ digital catalog or internal database.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder or Flow using "Price Book Entry" object; configure trigger to run on change.
• API: PATCH to /services/data/vXX.X/sobjects/PricebookEntry/{ID}.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate ("When a record is updated" for Price List Items).
• API: PATCH /api/data/v9.0/pricelevelitems({pricelevelitemid}).
3.3. SAP S/4HANA
• Feature/Setting: SAP Business Workflow for "Condition Records Update."
• API: POST to /sap/opu/odata/sap/API_PRICE_CONDITION_RECORD_SRV.
3.4. Oracle NetSuite
• Feature/Setting: Saved Search (Price List) + SuiteScript for automation.
• API: PUT /record/v1/priceList/{id}.
3.5. Zoho CRM
• Feature/Setting: Workflow rule — on "Product Price" field update.
• API: PUT /crm/v2/Price_Books/{record_id}.
3.6. HubSpot
• Feature/Setting: Custom workflow based on Product Library price updates.
• API: PATCH /crm/v3/products/{productId}.
3.7. QuickBooks Online
• Feature/Setting: Custom app event for price list update.
• API: POST /v3/company/{companyId}/pricelevels/{pricelevelId}.
3.8. Xero
• Feature/Setting: Webhook on Inventory Items price updates.
• API: PUT /api.xro/2.0/Items.
3.9. SAP Ariba
• Feature/Setting: Integration Event Subscription for "Price List Updated."
• API: POST /api/priceList/v1/priceLists/{priceListId}.
3.10. Shopify
• Feature/Setting: Price update automation for B2B customers, using Shopify Flow.
• API: PUT /admin/api/2023-04/products/{product_id}/variants/{id}.json.
3.11. Magento Commerce
• Feature/Setting: Scheduled Product Catalog Price Update.
• API: PUT /rest/V1/products/{sku}/price.
3.12. WooCommerce
• Feature/Setting: Action Scheduler for product price updates.
• API: PUT /wp-json/wc/v3/products/{id}.
3.13. Freshworks CRM
• Feature/Setting: Workflow on Product Price field update.
• API: PUT /crm/sales/api/products/{product_id}.
3.14. Odoo
• Feature/Setting: Automated Actions on product template.
• API: PUT /api/product.pricelist/{id}.
3.15. SAP Business One
• Feature/Setting: Alerts for Price List Change + B1if Scenario.
• API: PATCH /b1s/v1/PriceLists({code}).
3.16. Sage Intacct
• Feature/Setting: Smart Events for Item price changes.
• API: update_price_list endpoint.
3.17. Monday.com
• Feature/Setting: Automation on board item update for price columns.
• API: Change_column_values mutation.
3.18. Pipedrive
• Feature/Setting: Workflow Automation for Product Price edits.
• API: PUT /v1/products/{id}.
3.19. Intercom
• Feature/Setting: Custom Bot triggers on price list messages to key accounts.
• API: POST /messages.
3.20. Slack
• Feature/Setting: Scheduled notifications via Workflow Builder when price lists change.
• API: POST /chat.postMessage.
Benefits
4.2. Minimizes human error and delays in price communication, supporting contract obligations.
4.3. Increases transparency and provides an audit trail for all adjustments.
4.4. Enables quick adaptation to market or supplier price variations.
4.5. Improves operational efficiency and client trust.