Sales and InvoicingPurpose
1.2 Enable automated extraction, aggregation, and reporting of sales data for strategic decision making, inventory planning, and artist compensation.
1.3 Streamline generation of customizable reports, dashboards, and notifications for directors, managers, and artists.
1.4 Reduce administrative workload, eliminate manual errors, and support compliance with financial reporting obligations.
1.5 Facilitate actionable insight sharing via automated weekly/monthly reports to internal and external stakeholders.
Trigger Conditions
2.2 Invoicing event or transaction update in financial software.
2.3 Scheduled interval (daily/weekly/monthly) for automatic report generation.
2.4 Update in artist or collection metadata within catalogue/CRM.
2.5 API webhook push from sales system.
Platform Variants
3.1 Square
• API: ListPayments, RetrievePayment, ListItems
• Configuration: Poll for "completed" sales, group by Artist/Collection identifier.
3.2 Shopify
• API: Orders, Products, Customers
• Configuration: Trigger on order creation, retrieve line item metafields (Artist/Collection).
3.3 Salesforce
• Feature: Reports & Dashboards API
• Configuration: Schedule report on Opportunity/Custom Objects filtered by Artist/Collection.
3.4 Xero
• API: Invoices, Tracking Categories
• Configuration: Pull sales invoices grouped by tracking category 'Artist'.
3.5 QuickBooks Online
• API: SalesReceipt, Invoice endpoints
• Configuration: Retrieve transactions, filter by custom fields for collection/artist.
3.6 Zoho Books
• API: SalesOrders, Invoices endpoints
• Configuration: Automate report export for sales filtered by artist.
3.7 Airtable
• API: List Records
• Configuration: Query sales base, group records by artist/collection linked fields.
3.8 Microsoft Excel (Office 365)
• Feature: Power Automate integration
• Configuration: Automate refresh and reporting using filtered artist/collection sheets.
3.9 Google Sheets
• API: Sheets API batchGet, Append
• Configuration: Sync sales data; pivot by artist/collection for report generation.
3.10 Tableau
• API: Extract API
• Configuration: Connect live to sales source; automate dashboard updates and email shares.
3.11 Power BI
• API: REST API Push Datasets
• Configuration: Push/refresh sales data by artist/collection into scheduled dashboards.
3.12 Domo
• API: DataSet API
• Configuration: Import gallery sales data, automate alerts based on artist thresholds.
3.13 Looker (Google Cloud)
• API: Scheduled Reports
• Configuration: Model sales views by artist/collection and automate notification.
3.14 Mailchimp
• API: Campaigns, Audience
• Configuration: Trigger low-friction artist/collection sales summaries to artists.
3.15 Slack
• API: Incoming Webhooks
• Configuration: Post instant notifications in sales channel for large artist sales.
3.16 Monday.com
• API: Boards/Items
• Configuration: Update artist or collection ‘sales performance’ board automatically.
3.17 Google Data Studio
• API: Community Connectors
• Configuration: Visualize/refresh sales KPIs by artist/collection on a schedule.
3.18 HubSpot
• API: Deals, Custom Properties
• Configuration: Automate pipeline stage updates with artist- or collection-filtered reports.
3.19 Klipfolio
• API: Data Sources
• Configuration: Create real-time KPIs on gallery sales by collection/artist.
3.20 Trello
• API: Cards/Lists
• Configuration: Move or tag cards based on artist sales milestones.
3.21 Smartsheet
• API: Sheets/Reports
• Configuration: Auto-create rows and share reports on collection sales each period.
Benefits
4.2 Enable efficient revenue-sharing and artist commission tracking.
4.3 Support advanced analytics, trend detection, and opportunity identification in Indigenous art.
4.4 Free administrative time, improving focus on core creative and strategic tasks.
4.5 Ensure consistent, auditable reporting and reduce error-prone, manual collation.