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TreliumTrelium

IntegrationsEpicor Prophet 21

TreliumEpicor Prophet 21 logo

ERP · Wholesale distribution

Put Epicor Prophet 21 to work with Trelium agents

Trelium turns emailed POs, quote requests, and availability questions into Prophet 21 work your inside sales team reviews instead of retyping.

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Supported workflows

What Trelium agents do with Epicor Prophet 21

Not a trigger catalog. These are end-to-end jobs your team already runs across Epicor Prophet 21 and the systems around it.

  1. 01

    Sales order entry from email

    Read customer POs and attachments, match customers, ship-tos, and item numbers in P21, and prepare the sales order for an inside rep to approve.

  2. 02

    Quote requests with live availability

    Check P21 pricing and stock across branches, then draft the quote reply so reps are not toggling between the inbox and item inquiry.

  3. 03

    Order status and backorder replies

    Look up open orders, backorders, and shipment details in P21 and draft customer updates with the current dates attached.

  4. 04

    Vendor PO acknowledgements

    Compare supplier acknowledgements against the P21 purchase order and flag price, quantity, or date changes before they hit the customer promise.

  5. 05

    AR follow-up

    Pull open invoices from P21, draft reminder sequences, and route disputes to the right person with the invoice context.

Also used with

Pair Epicor Prophet 21 with the rest of your stack

Trelium agents often span more than one system. Explore other key integrations on the same platform.

Syncore logoSyncorecommonsku logocommonskuPrintavo logoPrintavoShopWorks logoShopWorksSAGE logoSAGEshopVOX logoshopVOXNetSuite logoNetSuiteSalesforce logoSalesforceHubSpot logoHubSpotShopify logoShopifyQuickBooks logoQuickBooks

FAQ

Epicor Prophet 21 + Trelium

  • No. Prophet 21 stays your ERP and system of record. Trelium agents handle the email, document, and follow-up work around it and read or update P21 as part of the workflow.

  • Yes, when your P21 environment exposes the required records and permissions. Unknown items, pricing mismatches, and new ship-tos are flagged for a rep instead of guessed.

  • Yes. Cloud-hosted P21 connects through the APIs available to your environment. For on-premises installs, Trelium can also run inside your network so order and customer data stays on your servers. Either way, Trelium confirms your P21 version and API access before the agent goes live.

Put Epicor Prophet 21 to work

Bring us one Epicor Prophet 21 workflow

We'll map the systems, handoffs, and approvals needed to run it end to end with Trelium agents.

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