Sales and Orders AutomationPurpose
1.2. Ensures eco-friendly, paperless receipts while supporting compliance, customer convenience, and brand professionalism.
1.3. Provides a centralized, automated method for tracking sales, minimizing manual work, and reducing human error for greeting card shop operations.
1.4. Enables automated archiving and easy retrieval for returns, exchanges, or warranty claims.
Trigger Conditions
2.2. Automates with online payment success, card swipe, or QR scan for physical or online sales.
2.3. Can trigger automation from inventory update confirming product dispatch or order fulfillment.
Platform Variants
3.1. Square
• API: Receipts Endpoints
• Setting: Configure automated sending upon every sale event.
3.2. Shopify
• Feature: Order Notifications > Email Receipt
• Setting: Automate email/send digital receipt to customer upon checkout.
3.3. Lightspeed Retail
• API: POS Sale Completed Webhook
• Setting: Automator triggers receipt send upon sale finalized.
3.4. Vend (now Lightspeed POS)
• Feature: Email Receipt Settings
• Configuration: Automates receipts to customer-provided email after sale.
3.5. Clover
• API: Email Receipts
• Setting: Enable automatic emailing in transaction settings.
3.6. Toast
• Feature: Digital Receipt Toggle
• Setting: Automates receipt sending on transaction close.
3.7. WooCommerce
• Plugin API: WooCommerce Automatic Emails
• Setting: Digital receipts automated on status “Completed”.
3.8. Stripe
• API: Receipt Email in Payment Intents
• Configuration: Set receipt_email parameter to automate to payer address.
3.9. PayPal
• API: Notification preferences
• Setting: Automate sending of transaction receipts to buyer’s email.
3.10. QuickBooks POS
• Feature: Sales Receipt Automation
• Setting: Enable email receipt in “Sales Settings”.
3.11. BigCommerce
• Feature: Automated Order Email
• Setting: Configures digital receipts for all confirmed orders.
3.12. SumUp
• API: Transaction Receipt
• Setting: Automate digital receipts via SumUp app/API setup.
3.13. Wix Stores
• Feature: Email Notification Automation
• Setting: Automatically email customers on successful sale.
3.14. Magento (Adobe Commerce)
• API: Sales Email Automation
• Setting: Triggers automated receipts post-order confirmation.
3.15. Revel Systems
• Feature: Digital Receipts
• Setting: Automate sending via customer input at checkout.
3.16. SquareSpace Commerce
• Setting: Orders > Notifications
• Configuration: Automates “Send a digital receipt” toggle.
3.17. SAP Customer Checkout
• API: Email Receipt Service
• Setting: Configure email endpoint for automated receipts.
3.18. Zoho Inventory
• API: Sales Order Email
• Set to automate dispatch of receipts on invoice creation.
3.19. Microsoft Dynamics 365 Retail
• Feature: Receipt Email Integration
• Automates customer receipt email post-payment.
3.20. Salesforce Commerce Cloud
• Feature: Order Confirmation Flow
• Configures automated emailing of digital receipts.
3.21. FreshBooks
• API: Automatic Payment Email
• Setting: Automate receipts for every completed payment.
3.22. Gusto POS
• Feature: Automated Receipt Email
• Setting: Digital receipts sent automatically after sale.
Benefits
4.2. Eliminates paper waste, supporting environmental initiatives via automation.
4.3. Reduces receipt-related customer service tickets through automated tracking.
4.4. Facilitates data-driven sales insights by automating receipt collection and logging.
4.5. Enables personalized marketing and loyalty programs via automated receipt channels.
4.6. Supports regulatory compliance by automating secure and consistent record-keeping.
This automation ensures greeting card retailers have a fully automated, scalable, and eco-conscious approach to digital sales documentation and customer interaction, supporting a seamless retail experience through automation.