Instant invoice email dispatch upon order completion

Purpose

1.1. Automate real-time dispatch of digital invoices to customers automatically upon the completion of wholesale cash & carry food and beverage orders.
1.2. Ensure customers instantly receive electronically generated invoices for records and payment, automating accounting and boosting post-sales operations efficiency.
1.3. Enable seamless integration with ERP, POS, and e-commerce systems for automated invoice generation, reducing manual intervention and error.

Trigger Conditions

2.1. Automator activates instantly when an order status updates to “completed.”
2.2. Automation is triggered by API webhook, transaction status change, payment confirmation, or POS event.
2.3. Triggers also configurable using scheduled polling of completed orders.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Use “When a record is updated” (Dynamics 365) or HTTP webhook to automate email send via “Send an email (V2).”
3.2. Zapier
• Feature/Setting: “New Order Completed” trigger (Shopify, WooCommerce, Stripe) + “Send Email” (Gmail, Outlook) Zap for automating invoice dispatch.
3.3. Make (Integromat)
• Feature/Setting: “Watch Orders” module automation + PDF generator + “Send Email” module.
3.4. Shopify Flow
• Feature/Setting: Trigger on “Order paid” event, automatedly generate invoice, send via native “Send email” action.
3.5. WooCommerce REST API
• Feature/Setting: Automate with “Order.completed” webhook, invoke custom invoicing plugin API, automate email from system.
3.6. QuickBooks Online API
• Feature/Setting: “Invoice.create” event automation, configure “Send” API for email dispatch.
3.7. Xero API
• Feature/Setting: Xero “Invoice POST” for creation, “Email Invoice” endpoint to automate invoice email.
3.8. Mailgun
• Feature/Setting: Automate invoice dispatch by calling “messages” API after document creation.
3.9. SendGrid
• Feature/Setting: Automate with “Mail Send” API; set dynamic templates for invoice emails.
3.10. Gmail API
• Feature/Setting: Automate sending with “users.messages.send” and PDF attachment.
3.11. Outlook Graph API
• Feature/Setting: “SendMail” endpoint, attached PDF automation.
3.12. Odoo
• Feature/Setting: “Sale Order” status automation triggers built-in invoice email logic.
3.13. SAP Business One Service Layer
• Feature/Setting: Automate dispatch using “Invoices” endpoint event, trigger “Send Email” functionality.
3.14. Zoho Books
• Feature/Setting: “Invoice Created” workflow, automate send using Zoho Mail API integration.
3.15. FreshBooks
• Feature/Setting: “Invoice created” webhook, automate email sending via FreshBooks API.
3.16. HubSpot Workflows
• Feature/Setting: Automate with “Deal Closed” workflow, trigger invoice email via connected mail app.
3.17. Salesforce Flow
• Feature/Setting: “Order Status Changed to Completed” trigger, “Send Email” with invoice.
3.18. Stripe
• Feature/Setting: “invoice.created” webhook, automate dispatch using “Send invoice” method.
3.19. Pabbly Connect
• Feature/Setting: “Order Complete” trigger, automatedly send email via SMTP/Email API.
3.20. Slack (Notification)
• Feature/Setting: Optional, automate team notification via “chat.postMessage” after invoice dispatched.
3.21. PDF Generator API
• Feature/Setting: Automate invoice PDF creation from order data for attachment.
3.22. AWS SES
• Feature/Setting: Automate “SendEmail” API for bulk or transactional invoice email automation.

Benefits

4.1. Fully automate invoice delivery, minimizing delays and manual input.
4.2. Automates end-to-end compliance records, reducing errors and loss of invoices.
4.3. Enables automated customer notifications and improves cash flow.
4.4. Ensures scalability, so as order volume grows the automation system accommodates without added workload.
4.5. Streamlines entire wholesale sales process with seamless, automated invoicing workflow.