Sales & Order ProcessingPurpose
1.2. Automatedly aggregate, parse, and import order data into internal ERP or inventory management systems, eliminating manual re-entry, reducing errors, and expediting sales & order fulfillment.
1.3. Enable realtime decision-making, facilitate automated order confirmations, and ensure orders are always up-to-date for delivery planning and stock management.
Trigger Conditions
2.2. Receipt of PDF or spreadsheet file in specified email inbox, shared folder, or platform.
2.3. Submission of external online form or portal by customer.
2.4. Automatedly created file in cloud drive meeting specific naming conventions or content triggers.
Platform Variants
• Feature/Setting: IMAP API trigger to detect and automatically fetch new order emails and attachments.
3.2. Outlook/Microsoft 365
• Feature/Setting: Automated rule with Graph API integration to identify order emails and initiate downstream automation.
3.3. Google Sheets
• Feature/Setting: Sheets API to automate import of order rows, new row trigger for order processing.
3.4. Microsoft Excel Online (OneDrive)
• Feature/Setting: Excel API to monitor spreadsheet folders and auto-extract new order lines.
3.5. Dropbox
• Feature/Setting: File upload trigger to automatedly parse new spreadsheets or PDFs in designated folders.
3.6. Box
• Feature/Setting: New file trigger for order forms uploaded by customers; automated parser configuration.
3.7. Formstack
• Feature/Setting: Submission webhook for automating the collection of form-based orders.
3.8. Typeform
• Feature/Setting: Results API to send automated notifications upon new order submissions.
3.9. Jotform
• Feature/Setting: Automated webhook for live order form submission to ERP or sales system.
3.10. Google Forms
• Feature/Setting: On-submit App Script trigger to leverage automation for sending data to order processing.
3.11. Zapier Email Parser
• Feature/Setting: Custom mailbox to auto-extract relevant order fields for automated import.
3.12. Parseur
• Feature/Setting: PDF and email parser templates for automating structured data extraction.
3.13. Docparser
• Feature/Setting: PDF and document processing API to automate parsing and routing of order data.
3.14. Integromat (Make)
• Feature/Setting: Automated scenario trigger for emails/files; Use Data Store modules for order queuing.
3.15. Trello
• Feature/Setting: Card creation via email or file; Automate board monitoring for new orders.
3.16. Salesforce
• Feature/Setting: Sales Cloud API to automate creation of leads/orders from new parsed data.
3.17. Oracle NetSuite
• Feature/Setting: REST API for direct order placement based on automatedly extracted content.
3.18. SAP Business One
• Feature/Setting: Service Layer API to automate insertion of new order documents.
3.19. QuickBooks Online
• Feature/Setting: API endpoint for automating sales receipt or invoice creation with imported data.
3.20. Odoo
• Feature/Setting: XML-RPC/REST API for automating Sales Order object insertion.
3.21. Monday.com
• Feature/Setting: Boards API to automate creation of new order tasks/items with extracted information.
3.22. Asana
• Feature/Setting: Tasks API to automatedly record and track new incoming orders.
Benefits
4.2. Delivers accelerated order-to-invoice cycles, improving wholesale customer satisfaction with automation.
4.3. Enables scalability through volume handling—automating growth without scaling admin headcount.
4.4. Ensures consistent standardized sales data, automatablely updated across all systems for analytics and reporting.
4.5. Centralizes order information, automating follow-on workflows for fulfillment, dispatch, and communication.
4.6. Strengthens compliance by retaining traceability of every automated order import and its source.