Sales & Lead Management AutomationPurpose
1.2. Eliminate manual data entry and dual-entry errors, ensuring real-time inventory synchronization and complete sales visibility across all channels.
1.3. Enable synchronized returns, refunds, and post-sale customer engagement, improving accuracy and customer experience.
1.4. Facilitate unified reporting, analytics, and reconciliation for management and accounting.
Trigger Conditions
2.2. New transaction entered at in-store POS system (e.g., Square, Lightspeed custom webhook).
2.3. Manual order entry from telesales or B2B portal (custom API or form submission event).
2.4. Order status updated (e.g., payment received, order cancelled).
Platform Variants
3.1 Shopify
• API: Orders webhook (orders/create) — triggers automation on order placement.
• Sample: Configure webhook endpoint for every new order event.
3.2 WooCommerce
• API: Webhooks (Order Created/Updated) — fires on order generation or status update.
• Sample: Trigger flow via HTTP POST on order creation.
3.3 Magento
• API: SalesOrderRepository (POST /V1/orders) — retrieve and process new orders.
• Sample: Poll API or subscribe to events for new orders.
3.4 BigCommerce
• API: Order Webhooks (store/order/created) — sends data on order generation.
• Sample: Activate webhook, direct event to integration endpoint.
3.5 Squarespace
• API: Commerce Order Created notification
• Sample: Register 'Order Created' webhook in advanced settings.
3.6 Square POS
• API: Orders webhook (v2/orders/created) — obtains physical sales data.
• Sample: Hook into POS to fetch real-time orders.
3.7 Lightspeed Retail
• API: Sales endpoint (GET /sale.json) or webhook
• Sample: Fetch or subscribe to sales-data updates.
3.8 Vend (now Lightspeed X-Series)
• API: Register webhooks for sale.create event.
• Sample: Setup automation endpoint for every completed sale.
3.9 Clover
• API: Orders API (Order Created webhook subscription)
• Sample: Subscribe to order events and forward data.
3.10 Toast POS
• API: Order webhook (v2/orders)
• Sample: Listen for new order objects at endpoint.
3.11 Square Online
• API: Online Orders webhook (v2/online-orders/created)
• Sample: Integrate to capture online sales instantly.
3.12 Amazon Marketplace
• API: SP-API (GET /orders/v0/orders)
• Sample: Poll for new Amazon sales orders and sync.
3.13 Walmart Marketplace
• API: Orders API (GET /v3/orders)
• Sample: Query or subscribe to marketplace sales.
3.14 eBay
• API: Order webhook (Order.created event)
• Sample: Use notification API to receive order data.
3.15 SAP Business One
• API: Service Layer (Orders endpoint)
• Sample: Periodic fetch of sales orders for integration.
3.16 Netsuite
• API: SuiteTalk (SalesOrder)
• Sample: Subscribe to transaction events for sales orders.
3.17 Salesforce Commerce Cloud
• API: OCAPI (DWOrder)
• Sample: Fetch and route order data on creation.
3.18 WooPOS
• API: Order Sync endpoint
• Sample: Use polling or webhooks for new in-store sales.
3.19 PrestaShop
• API: Orders Webservice (GET /api/orders)
• Sample: Poll regularly for any created order.
3.20 QuickBooks POS
• API: Sales Receipt endpoint
• Sample: Set routine fetch or webhook for sales receipts.
Benefits
4.2. Prevents overselling by synchronizing stock levels in real-time across online and offline channels.
4.3. Reduces manual work, minimizes human error, and speeds order handling.
4.4. Enables advanced analytics, unified customer profiling, and consistent customer service.
4.5. Automates downstream processing: pick/pack, delivery, notifications, and reporting.