Order Management AutomationPurpose
1.2. Ensures every sale triggers an automated, accurate invoice creation reducing manual data entry, errors, and processing delays.
1.3. Automates digital record-keeping and consistent communication with clients, supporting compliance and financial tracking.
1.4. Enables businesses to automatically email invoices in professional templates, accelerating payment cycles and improving customer satisfaction.
Trigger Conditions
2.2. Triggered when payment is received or after shipping confirmation, automating subsequent document generation.
2.3. Automator initiates if an order exceeds certain value thresholds or matches specified customer categories, allowing customizable automation.
Platform Variants
• API: 'Invoices API' – Automate invoice creation via POST /invoices; automate email delivery via POST /emails endpoint.
3.2. QuickBooks
• API: 'Create Invoice' endpoint – Automates with POST /v3/company/{companyId}/invoice; use 'Send Invoice' for email.
3.3. Zoho Books
• API: 'Invoices' – Automate POST /invoices for generation; automate /invoice/email for sending.
3.4. FreshBooks
• Feature: Automated Invoicing – Configure recurring profiles; use 'Send' for email dispatch after creation.
3.5. Sage Business Cloud
• Feature: Invoice Automation – Automates invoice creation and schedules automated sends via workflow rules.
3.6. SAP Business One
• Function: DI API – Automate adding invoices; configure SBO_MailMessage object for email automation.
3.7. Microsoft Dynamics 365
• API: Invoice automation with Dynamics Web API; trigger 'SendEmail' action for dispatch.
3.8. Odoo
• API: Invoice model – Automate record creation; automator emails via 'mail.mail' automation.
3.9. Wave Accounting
• API: Invoices endpoint – Automates POST /businesses/{business_id}/invoices; invokes /send for emailing.
3.10. NetSuite
• Feature: SuiteTalk – Create and email invoices automatically using the 'Invoice' and 'Email' records.
3.11. Salesforce
• Feature: Process Builder/Flow – Automate invoicing from Opportunity; automates emailing via 'Email Alert'.
3.12. MYOB
• API: POST /Sale/Invoice – Automates generating invoices; automator emails using {UID}/Email endpoint.
3.13. Square
• API: Invoices API – Automates POST /v2/invoices; 'publish' triggers email dispatch automatedly.
3.14. Stripe
• API: Invoice.create – Automates invoice object generation; .send_invoice() to automate email.
3.15. Oracle ERP Cloud
• Feature: Receivables Invoices REST API – Automate POST /invoices; automator for emailing invoices.
3.16. Bill.com
• API: Automated Invoicing – Use 'Create Bill' and 'Send Invoice' methods for automation.
3.17. Gmail (Google Workspace)
• API: Automate Compose and Send API – Configured for attaching invoice PDFs to outgoing emails.
3.18. Outlook/Microsoft 365
• API: Graph API – Automate email with invoice attachment using /me/sendMail endpoint.
3.19. DocuSign
• API: Envelope Creation – Automates document generation and sending to recipients for signature/payment.
3.20. PDF Generator API
• API: /documents endpoint – Automates invoice PDF creation and webhooks to trigger subsequent emailing.
3.21. SendGrid
• API: /mail/send endpoint – Automates personalized invoice emails with attachments via dynamic templates.
3.22. Mailgun
• API: /messages endpoint – Automate sending emails containing invoice PDFs to customer addresses.
3.23. HubSpot
• Feature: Workflow Automation – Triggers invoice creation and automated email after deal close.
3.24. Shopify
• API: Order/Invoice Draft API – Automates invoice generation; triggers email via 'send_invoice' action.
Benefits
4.2. Minimizes manual tasks and human error in wholesale packaging workflows.
4.3. Ensures every customer receives prompt, standardized communications.
4.4. Supports higher transparency in account receivables, simplifying audits.
4.5. Scaling is automatable, enabling growth without additional staffing.
4.6. Boosts client trust through reliable, automated invoicing.