Purpose
1.2. Enables automated flow of order, client, and address details from web stores, CRM, or other order sources, maintaining up-to-date ERP data.
1.3. Automates reduction of manual data entry, minimizing errors and accelerating the fulfillment process.
1.4. Reduces delay in stock availability checks, invoicing, and logistics, as records are automatedly available in ERP.
1.5. Ensures customer/order consistency across sales/operations, compliance, and analytics systems through automation.
Trigger Conditions
2.2. API/webhook notification received for each new record.
2.3. Scheduled trigger (e.g., every 10 minutes) for batch automation can be used if real-time is not possible.
2.4. Manual trigger via dashboard (less common, but automatable if needed).
Platform Variants
3.1. Shopify
• Feature/Setting: "Order Creation" webhook triggers automation flow on order placement.
• API: /admin/api/2022-07/orders.json
3.2. WooCommerce
• Feature/Setting: Webhook on "order.created" event.
• API: /wp-json/wc/v3/orders
3.3. Magento
• Feature/Setting: Event-driven API integrated with "sales_order_place_after".
• API: /rest/V1/orders
3.4. BigCommerce
• Feature/Setting: "Order Created" webhook triggers automation.
• API: /v2/orders
3.5. Salesforce
• Feature/Setting: Flow trigger on "New Lead" or "New Opportunity".
• API: /services/data/vXX.0/sobjects/Opportunity
3.6. Microsoft Dynamics 365
• Feature/Setting: Automated flow on "Create Contact" or "Create Sales Order".
• API: /api/data/v9.1/salesorders
3.7. HubSpot
• Feature/Setting: Workflow trigger on "Deal Created".
• API: /crm/v3/objects/deals
3.8. Zoho CRM
• Feature/Setting: Workflow on new "Lead/Order" module entry.
• API: /crm/v2/Orders
3.9. Xentral ERP
• Feature/Setting: "Order import" API with automation on new external order sources.
• API: /api/v1/order
3.10. SAP Business One
• Feature/Setting: Service Layer API automation on Business Partner or Sales Order insert.
• API: /b1s/v1/Orders
3.11. Oracle NetSuite
• Feature/Setting: RESTlet endpoint automation for new Customer or Sales Order.
• API: /services/rest/record/v1/salesOrder
3.12. Odoo
• Feature/Setting: Automation via webhook/callback into "sale.order" model.
• API: /api/sale.order
3.13. Sage 200
• Feature/Setting: External API integration for Sales Order/Customer records.
• API: /api/salesorders
3.14. QuickBooks Online
• Feature/Setting: Automation on "Invoice/SalesReceipt" creation.
• API: /v3/company/
3.15. Freshsales
• Feature/Setting: Workflow automation for new Contact/Deal.
• API: /crm/sales/api/contacts
3.16. Prestashop
• Feature/Setting: Webhook on "new order".
• API: /api/orders
3.17. Intershop
• Feature/Setting: Automation via web service "OrderStateChanged".
• API: /INTERSHOP/rest/WFS/Orders
3.18. Lightspeed
• Feature/Setting: API automation on new Order event.
• API: /rest/order
3.19. SAP ECC
• Feature/Setting: IDoc/ALE automation for Sales Order (ORDERS05).
• API: /sap/bc/srt/wsdl
3.20. Pipedrive
• Feature/Setting: Automated flow on new Deal creation.
• API: /v1/deals
Benefits
4.2. Reduces data mismatches by automating standardized record-keeping between sales and ERP.
4.3. Accelerates order processing and fulfillment speed by automating end-to-end input.
4.4. Analyst-ready data as all systems are automatically and consistently synchronized.
4.5. Enables automatable compliance and reporting with complete, automated records.