Order Processing & FulfillmentPurpose
1.2. Automatedly extract, validate, and reconcile payment receipt data against order records to streamline shipping and documentation release.
1.3. Speed up the downstream fulfillment cycle by automating detection, flagging, and status updates related to payment confirmations received through various channels.
Trigger Conditions
2.2. File uploaded to a shared drive (e.g., Dropbox, Google Drive) in the “Receipts” folder.
2.3. API webhook event from payment gateway capturing completed payments.
2.4. Entry in online portal form submitted with transaction ID and attachment.
2.5. Receipt data synchronizing from ERP or accounting platforms.
Platform Variants
- Feature/Setting: Use "messages.list" and "messages.get" to monitor and fetch receipts using filters for sender, subject, and attachment type.
3.2. Microsoft Graph (Outlook)
- Feature/Setting: Configure "listMessages" with filters for subject/attachments, and use "getAttachment" for downloads.
3.3. Google Drive API
- Feature/Setting: Monitor “Receipts” folder with "files.list" and trigger on new file upload events.
3.4. Dropbox API
- Feature/Setting: Enable "list_folder/longpoll" for automatic triggers on uploads to receipts folder.
3.5. Twilio SendGrid
- Feature/Setting: Use Inbound Parse Webhook to automate fetching emails with payments receipts.
3.6. AWS Textract
- Feature/Setting: Automate text extraction from images and PDFs using the "AnalyzeDocument" API.
3.7. Google Cloud Vision
- Feature/Setting: Configure "DOCUMENT_TEXT_DETECTION" for automated OCR of attached receipts.
3.8. SAP ERP
- Feature/Setting: Integrate using "BAPI_TRANSACTION_COMMIT" for receipt validation workflows.
3.9. QuickBooks Online API
- Feature/Setting: Use "CreateReceipt" and "Query" to automate receipt matching and flagging.
3.10. Xero API
- Feature/Setting: "GET /Receipts" for automated reconciliation; update order status upon match.
3.11. Stripe API
- Feature/Setting: Webhooks for "payment_intent.succeeded" to automate verification upon completed transaction.
3.12. PayPal Webhooks
- Feature/Setting: Listen for "PAYMENT.SALE.COMPLETED" to trigger receipt validation automation.
3.13. Zoho Books
- Feature/Setting: Automate record creation and receipt linking via "CreateReceipt" API.
3.14. Slack API
- Feature/Setting: Bots monitor dedicated channels and automatically extract receipt attachments.
3.15. Microsoft Teams Graph
- Feature/Setting: Monitor Files tab in a team for new receipts, trigger automation via webhook.
3.16. HubSpot CRM
- Feature/Setting: Utilize "Engagements" API to automate logging of verified receipts in the deal timeline.
3.17. Monday.com API
- Feature/Setting: Automate status updates via "change_column_value" for order process boards.
3.18. Salesforce
- Feature/Setting: Configure process automation with "Process Builder" on Payment Receipt Object creation.
3.19. Airtable
- Feature/Setting: Use "Webhook" and "Automation" to add and verify payment data entries.
3.20. Zapier Platform
- Feature/Setting: Build automations using "New Attachment" trigger to extract and verify receipts.
Benefits
4.2. Automatedly notifies fulfillment teams for next steps, accelerating order shipping.
4.3. Centralizes payment verification, streamlining compliance and audit readiness.
4.4. Automates multi-channel data capture: email, drive, payment APIs, and chat.
4.5. Improves customer satisfaction by automating status updates on receipt validation.
4.6. Ensures end-to-end automation from payment to order fulfillment.
4.7. Provides scalability to verify higher order volumes by automating core steps.