Shipping & LogisticsPurpose
1.2. Ensure compliance with international regulations by automating export/import forms, certificates, and declarations.
1.3. Reduce errors and manual entry in generating automated packing lists, commercial invoices, certificates of origin, and shipping instructions.
1.4. Automate notifications to logistics partners and update shipment tracking by automatically syncing customs status.
1.5. Automate archival and retrieval of customs paperwork for audits and regulatory purposes.
Trigger Conditions
2.2. Triggered when invoice or packing list is finalized for an international order.
2.3. Manual automation trigger by shipment or logistics team for ad-hoc documentation.
2.4. Scheduled daily/weekly automated initiation for batch shipments.
Platform Variants
3.1. SAP S/4HANA
• API: SAP GTS Customs Management Integration API – automate document data extraction and filings.
• Setting: auto-run “Create Customs Declaration” workflow on new invoice creation.
3.2. Oracle NetSuite
• Feature: SuiteScript + SuiteTalk Web Services – automate generation and transmission of customs docs upon sales order approval.
• Setting: configure automated script to pull shipment details and push to customs agents.
3.3. Microsoft Dynamics 365
• Function: Power Automate connectors + Finance Supply Chain APIs – automate population and dispatch of customs required forms.
• Setting: automate flows triggered from “Ship Sales Order” stage.
3.4. Salesforce
• Feature: Flow Builder + REST API – automate customs information capture and send to customs broker’s API.
• Setting: trigger automation on “Export Order” status.
3.5. QuickBooks Online Advanced
• API: Webhooks + Automation API – automate exporting invoice data for customs declaration.
• Setting: auto-send finalized invoices to customs broker service.
3.6. Shopify Plus
• API: Admin API + Flow Automation – automatedly generate packing lists and customs forms on order payment.
• Setting: trigger Flow on “Order Paid” to export required data.
3.7. Adobe Commerce (Magento)
• API: REST API – automate extraction of order/shipment details for customs paperwork.
• Setting: configure webhook automation on shipment creation.
3.8. Zoho Inventory
• Feature: Workflow Rules – automate creation of export documents and email to clearing agents.
• Setting: trigger “Shipment Created” rule to automate paperwork.
3.9. TradeLens
• API: eBL API – automate submitting document packets to customs authorities.
• Setting: auto-upload documents when container booking confirmed.
3.10. Descartes
• Feature: Customs Filing SaaS – automate electronic customs forms submission (EDI/XML).
• Setting: auto-transmit forms daily at scheduled time.
3.11. FedEx Web Services
• API: Create Shipment + Get Customs Documents – automate pulling shipping labels and customs forms.
• Setting: automate download PDFs for physical shipment.
3.12. UPS Customs Brokerage
• Function: API for Shipping and Customs Clearance – automate upload of documentation to brokerage portal.
• Setting: trigger on consignment ready status.
3.13. DHL Express MyBill
• Feature: eDOCS Integration – automate submission and storage of customs invoices and packing slips.
• Setting: automate on airwaybill number issued.
3.14. Kuehne+Nagel KN FreightNet
• API: Shipment Document Upload – automate sending customs documents to forwarder.
• Setting: automation on shipment confirmation.
3.15. Avalara AvaTax
• Function: Export Document API – automate calculation and auto-population of international tax info.
• Setting: automate during commercial invoice generation.
3.16. DocuSign CLM
• Feature: DocuSign API – automate custom document workflow for signatures and approval.
• Setting: auto-send customs docs for electronic sign-off.
3.17. Box
• Feature: Automated File Requests – automate collection/upload of supplier certifications for customs review.
• Setting: trigger on PO approval for requested docs.
3.18. Google Drive
• API: Files API + Apps Script – automate archiving completed customs forms.
• Setting: script moves docs to “Compliance” folder on form completion.
3.19. Dropbox Business
• Feature: File Request Automation – automate syncing customs documents with brokers.
• Setting: rule moves new docs to “Broker Upload” folder.
3.20. DocuWare
• Feature: Document Workflow Automation – automate approval routing and export of customs papers.
• Setting: trigger workflow on ‘ready to export’ status.
Benefits
4.2. Accelerates shipments by automating compliance checking and submission.
4.3. Minimizes errors through automated validation and document population.
4.4. Improves auditability with automated archiving and records management.
4.5. Enables automated updates and alerts for shipment status, customs clearance, or compliance issues.
4.6. Scales with growing export volume through robust automation, ensuring documentation is always up to date.