Notify sales and warehouse teams about new orders

Purpose

1. To automate the process of notifying both sales and warehouse teams about newly received orders, ensuring real-time communication, minimizing manual intervention, and preventing inventory errors.

2. The automation aims to instantly inform relevant staff, streamline order fulfillment, reduce order-to-dispatch time, and enhance traceability by digitalizing the notification workflow.

3. Automating this notification sequence reduces miscommunication, keeps stakeholders aligned, increases visibility, and ensures timely order processing from intake to shipping.

Trigger Conditions

1. An order is entered into the ERP, ecommerce, or order management system.

2. An order status changes to "New," "Confirmed," or "Ready for Fulfillment".

3. An order is placed through integrated channels (website, B2B portal, email, EDI feed).

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Messaging API to automate outbound SMS to mobile numbers for sales and warehouse leads.
  
• Configuration: POST /Messages endpoint with template alert.
  

2. SendGrid

• Feature/Setting: Automate transactional emails using SendGrid "Mail Send" API for instant notifications.
  
• Configuration: POST /mail/send with dynamic template data.
  

3. Slack

• Feature/Setting: Automator posts messages into sales and warehouse channels via "chat.postMessage" API.
  
• Configuration: Webhook or Bot OAuth with pre-configured channel and text.
  

4. Microsoft Teams

• Feature/Setting: Use Teams' Incoming Webhook to automate notifications to designated team rooms.
  
• Configuration: POST notification JSON to Teams webhook URL.
  

5. Gmail

• Feature/Setting: Automate drafted and sent new order email alerts via Gmail API "users.messages.send".
  
• Configuration: OAuth2 access with message body mapped from order data.
  

6. Outlook/Office 365

• Feature/Setting: Automate sending order alerts using Outlook REST API /sendMail endpoint.
  
• Configuration: OAuth2 with mail subject and body dynamically filled.
  

7. WhatsApp Business (Meta API)

• Feature/Setting: Automate WhatsApp template messages for immediate order alerts using WhatsApp Business API.
  
• Configuration: POST /messages to send pre-approved template.
  

8. Salesforce

• Feature/Setting: Automate Chatter notifications or Tasks when Opportunities/Orders are created.
  
• Configuration: Use Salesforce REST API /services/data/vXX.X/chatter/feed-elements.
  

9. Zoho CRM

• Feature/Setting: Automate alerts using Zoho’s Notification API triggered for Order or Deal modules.
  
• Configuration: POST to /crm/v2/Notifications with record ID and message.
  

10. SAP ERP

• Feature/Setting: Automate outbound alerts to SAP Fiori or SAP Mail via SAP Notification Service API.
  
• Configuration: Use Service Layer for event-based triggers (Order Created).
  

11. Shopify

• Feature/Setting: Automate fulfillment notification via Shopify Admin API "order/create" webhook event.
  
• Configuration: Register webhooks, push order data to notification endpoint.
  

12. WooCommerce

• Feature/Setting: Automate order alerts to warehouse and sales emails using Webhook system or REST API.
  
• Configuration: Configure webhook on Order Created with endpoint mapping.
  

13. Mailchimp

• Feature/Setting: Automate transactional notifications with Mandrill API using predefined templates.
  
• Configuration: POST email content to /messages/send.
  

14. Airtable

• Feature/Setting: Automate record change detection and trigger alert via Airtable Automations (Scripts/Email/SMS).
  
• Configuration: Script block with custom logic.
  

15. Trello

• Feature/Setting: Automate card creation with notification comments via Trello API for each new order.
  
• Configuration: POST /cards with title and description mapped.
  

16. Asana

• Feature/Setting: Automate task creation and notify users using Asana REST API.
  
• Configuration: POST /tasks endpoint with project, assignee, and order details.
  

17. HubSpot

• Feature/Setting: Automate workflow triggers to send internal emails or Slack messages on new Deal/Order creation.
  
• Configuration: Use Workflow Automation and connect external actions.
  

18. Monday.com

• Feature/Setting: Automator creates pulses and automated team notifications via Monday API.
  
• Configuration: Mutation create_item and notify with user/team ID.
  

19. Google Sheets

• Feature/Setting: Automate notification triggers upon new row/order using Apps Script or Google Sheets API.
  
• Configuration: Script detects row change and triggers notification.
  

20. Discord

• Feature/Setting: Automate posting into warehouse/sales channels using Discord Webhook.
  
• Configuration: POST to webhook URL with message text and order details.
  

Benefits

1. Automates alert flow, reducing lag in communication and improving responsiveness.

2. Automated notifications support error-free, consistent, and reliable updates.

3. Automation eliminates manual handoffs, increases productivity across order-to-ship cycle.

4. Automating multi-channel notifications ensures all team members receive updates regardless of their preferred platform.

5. Automated notification audit trails promote traceability and compliance for the business.