Inventory & Supply Chain AutomationPurpose
1.2. Ensure regulatory, compliance, and customer requirements are met through error-free, real-time document flows.
1.3. Integrate data sources (ERP, barcode scanners, warehouse systems) for seamless document population and rapid auditing.
1.4. Minimize manual intervention, eliminate delays, and standardize all shipping-related documentation processes.
Trigger Conditions
2.2. Inventory pick/pack event completed in warehouse management system.
2.3. Document request signal from customs or third-party logistics partner.
2.4. Manual or scheduled user action indicating goods ready for shipment or received.
Platform Variants
• Feature/Setting: Integrate with SharePoint/OneDrive ‘create file’ and Dynamics 365 record triggers; sample config—map shipment fields to DOCX template and auto-generate PDFs.
3.2. Zapier
• Feature/Setting: New inventory movement in Netsuite or QuickBooks triggers Google Docs/Sheets → PDF conversion and Dropbox upload.
3.3. Make (Integromat)
• Feature/Setting: Warehouse change in SAP triggers PDF.co DOCX/PDF automation, send results via email module.
3.4. DocuSign
• API Endpoint: POST /envelopes; create and route signed shipment documents on trigger.
3.5. Adobe Sign
• API: POST /agreements; automate digital signature request for freight documents, configure bulk send.
3.6. Google Drive API
• Endpoint: files.create; automated upload of completed shipment PDFs, shared with specific folders.
3.7. Dropbox API
• Endpoint: /files/upload; receive auto-generated shipping paperwork as files from workflow triggers.
3.8. Docparser
• Feature/Setting: Parse shipping details from scanned docs, auto-feed parsed data to ERP or CRM via webhook.
3.9. PandaDoc
• API: POST /documents; auto-create shipment documents from inventory system triggers, configure auto-send and archive.
3.10. Salesforce Flow
• Feature/Setting: Record trigger flows to auto-generate and attach shipment docs to Opportunity or Order.
3.11. Smartsheet
• API: POST /sheets/{sheetId}/rows; log shipment events, auto-create documents using cell data.
3.12. HubSpot Workflow
• Feature/Setting: Property-triggered workflow emails shipment docs to logistics contacts, auto-stores PDF attachments.
3.13. Oracle Integration Cloud
• Feature/Setting: Inbound/outbound shipment status triggers document creation via Docmosis or Windward API.
3.14. SAP Intelligent Robotic Process Automation
• Feature/Setting: Prebuilt bot for shipment record processing creates and emails documents on SAP event.
3.15. ShipStation API
• Endpoint: POST /shipments/create; on new order event, trigger doc generation and send print-ready PDFs.
3.16. Xero WorkflowMax
• API: POST /jobs; create and attach shipping documentation on new Stock movement.
3.17. QuickBooks Online Automation
• API: POST /v3/company/{companyid}/salesreceipt; attach shipping documents from template when inventory status updated.
3.18. DocuWare
• Feature/Setting: Intelligent indexing of inbound/outbound shipment docs, auto-archive to searchable repository.
3.19. Box
• API: POST /files/content; upload and share auto-created shipment documents with customs or partners.
3.20. Trello
• Feature/Setting: Card creation via CargoWise or ERP webhook triggers, attach shipment docs to card for tracking.
Benefits
4.2. Accelerates shipping, receiving, and customs clearance with real-time document generation/sharing.
4.3. Ensures document traceability and immediate access for audits, disputes, or process review.
4.4. Frees staff to focus on exceptions and customer service rather than paperwork.
4.5. Improves overall supplier, logistics, and customer satisfaction through transparent, timely information flows.