Order Processing & FulfillmentPurpose
Trigger Conditions
2.2. Change in order status to “Ship”
2.3. Receipt of transport booking confirmation
2.4. New shipping request added to logistics portal
2.5. Manual trigger via dashboard for urgent shipments
Platform Variants
3.1. SAP ERP
• Feature: Sales Order Output Management
• Setting: Configure output type ‘SHIPPING_DOC’ for Sales Order Completion
3.2. Oracle NetSuite
• Feature: SuiteFlow Workflow for Fulfillment
• Setting: Trigger on “Fulfillment Created,” auto-generate “Export” and “Shipping” PDFs
3.3. Salesforce
• Feature: Process Builder Integration
• Setting: On Opportunity ‘Closed Won,’ send required shipping/compliance documents to logistics email/SFTP
3.4. Microsoft Dynamics 365
• Feature: Power Automate Flows
• Setting: When Sales Order ≥ status "Released," create/export customs documents; store in SharePoint
3.5. HubSpot
• Feature: Workflow Automation
• Setting: On deal stage “Order Received,” route order data to shipping doc generator API
3.6. Shopify Plus
• Feature: Flow App
• Setting: Trigger shipping doc API on order fulfillment event
3.7. ShipStation
• Feature: Custom Store Integration
• Setting: On new label generated, call compliance docs API
3.8. FedEx Web Services API
• Feature: ShipmentDocumentSpecification
• Setting: Configure DocType=’COMMERCIAL_INVOICE’, ‘CERTIFICATE_OF_ORIGIN’
3.9. DHL Express XML Services
• Feature: CreateShipmentRequest
• Setting: Include CustomsInvoice/ExportLineItem blocks in request
3.10. UPS Shipping API
• Feature: API ShipConfirm
• Setting: Request shipping paper set via LabelSpecification
3.11. DocuSign
• Feature: Template Automation
• Setting: Auto-fill and route shipping documents for e-signature
3.12. Adobe Acrobat Sign
• Feature: REST API Send Agreement
• Setting: Auto-generate/Send compliance docs for warehouses to sign
3.13. AWS Lambda
• Feature: Doc Generation Workflow
• Setting: Triggered by S3 upload of new order manifest; run compliance doc generation Lambda
3.14. Google Apps Script
• Feature: Custom Document Merge
• Setting: Pull order data from Sheets, merge to PDF compliance forms, auto-email
3.15. Microsoft Power Apps
• Feature: Automated Document Creation
• Setting: On inventory movement, populate and output bill of lading/customs form
3.16. Zoho Creator
• Feature: Workflow Automation
• Setting: Generate customs paperwork from form submission; auto-email to broker
3.17. Celigo Integrator.io
• Feature: Flow Builder
• Setting: Connect ERP, shipping system, and PDF generator for automated doc workflows
3.18. Make (formerly Integromat)
• Feature: Scenario Builder
• Setting: Build scenario: ERP → JSON-to-PDF → email gateway
3.19. Workato
• Feature: Integration Recipe
• Setting: If [Order Status=Ready] in ERP, orchestrate shipment doc generation and cloud file save
3.20. Smartsheet
• Feature: Workflow Automation
• Setting: On row add (order), trigger DocGen; attach to row and notify logistics team
3.21. PandaDoc
• Feature: API Document Generation
• Setting: Auto-populate shipping/compliance templates; send to stakeholders
3.22. Kofax
• Feature: Document Automation
• Setting: Batch create/shipping docs from structured order input
3.23. IBM Sterling Supply Chain
• Feature: Fulfillment Document Automation
• Setting: Auto-initiate export/customs paperwork at shipping instruction
3.24. Box
• Feature: Automation via Box Relay
• Setting: New order folder—trigger move/completion task; auto-add required docs
3.25. Zapier
• Feature: Multi-Step Zap
• Setting: Trigger by new order event; PDF generator, e-signature, and email chain
Benefits
4.2. Minimizes manual data entry, reducing error risk and regulatory violations
4.3. Accelerates logistics handoff, minimizing customs delays
4.4. Establishes audit-friendly record trails for all transactions
4.5. Frees staff for higher-value tasks; supports business scalability