Sales & Order ProcessingPurpose
1.2. Ensure invoice accuracy by pulling relevant order, tax, and product data directly from sales records and ERP systems.
1.3. Streamline compliance for regulated alcoholic beverage sales by including all necessary regulatory reporting fields in generated invoices.
1.4. Track invoice delivery and identify bounced or undelivered emails in real-time for follow-up actions.
1.5. Securely archive all generated invoices in a chosen document repository for audit and reporting.
Trigger Conditions
2.2. Payment confirmation received from payment gateway.
2.3. Shipping status changed to 'Dispatched' or 'Delivered'.
2.4. Monthly batch invoice schedule initialization.
2.5. Manual 'Send Invoice' request by sales personnel.
Platform Variants
• API/Action: SalesOrder.Read + Invoice.Create — Configure webhook on order completion; use Invoice.Create to generate PDF invoice.
3.2. SAP S/4HANA
• API: /api/invoice/POST — Set to trigger on delivery completion; auto-fill customer and beverage excise details.
3.3. Oracle NetSuite
• SuiteScript/REST: Record.submitFields(type=invoice) — Automated script generates and emails upon order status change.
3.4. QuickBooks Online
• API: CreateInvoice + SendInvoice — Connect order completed triggers to invoice creation and email delivery endpoints.
3.5. Xero
• Endpoint: POST /Invoices + EmailInvoice — Configured to generate and email after payment notification.
3.6. Zoho Books
• API: salesorders, invoices, email — Fetch order, call invoice generate, then dispatch via zoho.books.send_invoice.
3.7. Salesforce
• Process Builder + Apex Trigger: On Order.Status=Complete, invoke Apex class to create and send invoice via EmailMessage.
3.8. FreshBooks
• API: POST /invoices, POST /invoices/{id}/send — Listen for payment or order triggers to automate workflow.
3.9. Odoo
• XML-RPC/REST: sale.order.invoice + mail.invoice.send — Trigger invoice action on state change; mail module to send.
3.10. SAP Business One
• DI API/Service Layer: SBODocument.Add + SBOEmail.Send — On sales completion event.
3.11. Intuit Mailchimp Transactional
• Endpoint: messages/send — Deliver email with PDF invoice attached after generation.
3.12. SendGrid
• API: /mail/send — Automatically send generated invoice as attachment, configure template and dynamic fields.
3.13. Gmail API
• users.messages.send — Script generates and sends invoice email using OAuth linked account.
3.14. Outlook 365 Graph API
• /me/sendMail — Invoice document sent programmatically from authenticated corporate account.
3.15. DocuSign
• Envelopes:create — Attach invoice for recipient e-sign, if required; include routing automation.
3.16. Dropbox Sign (HelloSign)
• eSignatureRequest — Auto-generate and request signatures for statutory compliance.
3.17. Google Drive API
• files.create — Back up PDF invoice after generation, set meta for easy search.
3.18. Dropbox API
• /files/upload — Auto-upload invoices for secure archiving, trigger folder organization.
3.19. AWS SES
• SendEmail API — Deliver invoices directly with custom sender domain, set DKIM/SPF for compliance.
3.20. PDF Generator API
• /documents/generate — Custom template for alcoholic beverage sector, merge order and compliance metadata.
3.21. Integromat Webhooks
• Catch order events, aggregate data from ERP/CRM, and chain generation and sending tasks.
3.22. Stripe Billing
• Invoice.create + Invoice.send — On successful payment intent, auto-generate and send through Stripe dashboard.
3.23. HubSpot
• Workflow + custom code action — Trigger client-facing invoice email post-deal closure.
3.24. Monday.com
• Automations: On status change, connect custom integration to invoice generation and mail dispatch modules.
Benefits
4.2. Ensures regulatory invoice compliance for alcohol sector.
4.3. Enables transparent audit trails and fast document retrieval.
4.4. Boosts customer satisfaction and payment timeliness.
4.5. Reduces manual workload, freeing sales team for higher value tasks.