Sales and Order Management AutomationsPurpose
1.2. Standardize intake to eliminate manual entry, reduce errors, and accelerate order processing.
1.3. Support diverse wholesale alcohol sales channels, improving order traceability and accuracy.
1.4. Integrate intake with backend order systems, ensuring compliance with industry protocols.
1.5. Automate notifications and confirmations for distributors, retailers, and internal teams.
Trigger Conditions
2.2. Submission of order data through web-based forms on wholesaler site or partner portal.
2.3. Arrival of EDI 850 (purchase order) file via secure FTP or EDI VAN.
2.4. Parsing attachments (PDF, CSV, XML) within inbound orders.
2.5. Detection of new entry in connected SaaS forms or order apps.
Platform Variants
3.1. Microsoft Outlook
• Feature: Rules + Graph API for new mail; set filter to catch "Order" in subject line.
• Sample: Configure webhook on new mail received with attachments.
3.2. Gmail
• Feature: Gmail API watch for "orders@" inbox; use label "To Intake."
• Sample: Set up automated trigger for new unread labeled emails.
3.3. Google Forms
• Feature: On Form Submit trigger via Apps Script.
• Sample: Use onFormSubmit() to parse fields and send to order pipeline.
3.4. Typeform
• Feature: Webhook on form response; send JSON to intake endpoint.
• Sample: Configure webhook URL in Typeform "Connect."
3.5. Jotform
• Feature: HTTP POST on submission to custom webhook.
• Sample: Set up endpoint to receive and ingest structured order data.
3.6. Cognito Forms
• Feature: Form submission webhook; deliver payload to integration endpoint.
• Sample: Link with endpoint to convert submission to order entry.
3.7. HubSpot Forms
• Feature: Workflow automation on new form entry; use "Form submission" trigger.
• Sample: Route submissions into CRM or directly to ERP.
3.8. Salesforce Web-to-Lead
• Feature: HTTP POST endpoint for automatic lead/order creation.
• Sample: Configure forms to POST order data to integration node.
3.9. Docparser
• Feature: Document parsing rules for inbound PDFs and emailed orders.
• Sample: Forward to Docparser and route parsed data on match.
3.10. Mailparser
• Feature: Email parsing for targeted mailboxes; custom parsing rules.
• Sample: Set parser to output order fields to webhook/API.
3.11. Dropbox
• Feature: New file trigger; monitor “Orders” folder for uploads.
• Sample: Use file upload events as intake triggers.
3.12. OneDrive
• Feature: New file in shared folder event.
• Sample: Ingest uploaded CSV/XML purchase orders.
3.13. SFTP (GoAnywhere/Globalscape)
• Feature: Watch directory for new EDI files (e.g., 850).
• Sample: Trigger workflow on file arrival.
3.14. IBM Sterling VAN
• Feature: EDI document delivery event notification.
• Sample: Configure to forward 850s/EDIFACT files for parsing.
3.15. TrueCommerce
• Feature: EDI transaction delivery webhook/API.
• Sample: Setup to forward POs or EDI docs to intake endpoint.
3.16. Shopify
• Feature: New order webhook event.
• Sample: Link order creation event to ingest logic.
3.17. WooCommerce
• Feature: REST API “Order Created” webhooks.
• Sample: Point webhook to direct integration for intake.
3.18. QuickBooks Online
• Feature: New sales receipt or invoice event.
• Sample: On event, create order in backend system.
3.19. Zapier
• Feature: Multi-platform trigger builder; connect forms, email, and EDI pipelines.
• Sample: Use “New Email,” “New Form Response,” or “New File” as intake triggers.
3.20. Make (Integromat)
• Feature: Scenario builder; watch email, webform, or file events.
• Sample: Map incoming data to structured order JSON.
Benefits
4.2. Ensures all orders are ingested in standardized, structured format regardless of source.
4.3. Reduces delay and accelerates fulfillment, especially for high-volume wholesalers.
4.4. Enables instant order status notifications and audit trails for compliance.
4.5. Scales rapidly for peak demand without staff increase; covers all major intake modes in beverage wholesale.