Sales and Customer Relationship Management**Purpose**
1.2. Automates capturing orders from multiple channels, verifies stock and payment, routes for internal approvals, and sends automated updates to customers and staff.
1.3. Automating this flow minimizes manual entry, accelerates production cycles, ensures order accuracy, and delivers transparent real-time status to clients and stakeholders.
1.4. Automation covers integration from webshop, ERP, CRM, payment gateways, shipping carriers, and messaging platforms all synchronized for closed-loop automation.
**Trigger Conditions**
2.2. Status change in ERP/order management system (e.g., payment received, manufacturing started, item shipped).
2.3. Webhook, API event, or trigger from customer action (checkout, confirmation).
2.4. Scheduled or time-based automator for batch status reporting.
**Platform Variants**
3.1. **Shopify**
• Feature/Setting: Orders API Webhook — configure webhook to automate order creation triggers.
3.2. **Magento**
• Feature/Setting: REST API endpoint for new orders — automates fetching and updating order states.
3.3. **WooCommerce**
• Feature/Setting: Order Status Change Hook — automator triggers whenever status changes.
3.4. **Salesforce**
• Feature/Setting: Process Builder/Flow for Order Object — automates new order workflows and status emails.
3.5. **SAP ERP**
• Feature/Setting: Sales Order BAPI — automate order intake from external platforms and automate status export.
3.6. **Microsoft Dynamics 365**
• Feature/Setting: Power Automate Flow connecting Sales Orders and sending automated status emails/notifications.
3.7. **Oracle NetSuite**
• Feature/Setting: SuiteScript Scheduled Script — automates order status sync and notification to customers.
3.8. **Slack**
• Feature/Setting: Incoming Webhooks or Workflow Builder — automatedly posts order status updates in sales or production channels.
3.9. **Twilio SMS**
• Feature/Setting: Programmable Messaging API — automate sending order status updates as SMS to customers.
3.10. **Mailgun**
• Feature/Setting: Messages API — automate sending order confirmations or status updates via email.
3.11. **SendGrid**
• Feature/Setting: Transactional Templates & Mail Send API — automates personalized order and shipment notification emails.
3.12. **Trello**
• Feature/Setting: Card Automation via API/Butler — automated card creation/movement for order pipeline visibility.
3.13. **Asana**
• Feature/Setting: Task API triggers — automates follow-up task assignments on new or updated orders.
3.14. **Monday.com**
• Feature/Setting: Automations Center + API — automates status columns for real-time sales orders tracking.
3.15. **Zendesk**
• Feature/Setting: Triggers & API — automates support ticket updates on customer order and shipment status.
3.16. **Google Sheets**
• Feature/Setting: Apps Script Triggers — automate updates of order logs and status columns.
3.17. **Microsoft Teams**
• Feature/Setting: Webhook & Power Automate — automator sends notifications to sales or logistics channel.
3.18. **HubSpot**
• Feature/Setting: Workflow Automation — automates customer notifications and CRM property updates from order feed.
3.19. **Zoho CRM**
• Feature/Setting: Workflow Rules + API — automates generating follow-ups and sending order status updates.
3.20. **QuickBooks Online**
• Feature/Setting: Sales Receipt and Invoice APIs — automate pushing order data and retrieving payment status.
3.21. **Stripe**
• Feature/Setting: Webhooks for Payment Intent — automate order fulfillment triggers and status flow upon payment events.
3.22. **UPS/FedEx/DHL APIs**
• Feature/Setting: Shipment Tracking API — automate retrieval and delivery of shipment status to customers.
**Benefits**
4.2. Delivers automated real-time order tracking and customer communication.
4.3. Accelerates fulfillment cycle time with minimal human touchpoints.
4.4. Automatedly synchronizes inventory, sales, and logistics for closed-loop reporting.
4.5. Automator ensures compliance, audit trails, and scalable sales growth.