[Easy Setup] How to Automatically Create Quotations on Amazon
How to Integrate Applications
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2025-05-20
[Easy Setup] How to Automatically Create Quotations on Amazon
k.hieda
Are you manually processing orders and creating quotes on Amazon every time? The detailed transcription and file sharing might lead to small mistakes or feel burdensome when you're busy.
However, when trying to integrate Amazon order data with other tools, many people might feel, "Is programming necessary?" or "The setup seems difficult."
In such cases, the convenient solution is the automation tool Yoom, which can be used with no code. Without the need for programming, anyone can easily create a system that connects Amazon with quote creation tools and smoothly shares it to platforms like Slack.
The appeal lies in preventing the personalization of quote tasks while also leading to overall operational efficiency. This article introduces various integration flows based on Amazon order information, so if you're thinking, "I want to use it more conveniently," please check it out until the end.
For those who want to try it quickly
By using Yoom, you can easily integrate with Amazon Seller Central without any code. Yoom provides templates for integrating with Amazon Seller Central in advance, so you can achieve integration immediately just by registering, even without API knowledge.
Various Ways to Automatically Generate Quotes When Order Information is Created on Amazon
There are various ways to automatically generate quotes when order information is created on Amazon. We have picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to experience automatic quote generation when order information is created on Amazon. Registration takes only 30 seconds, so feel free to give it a try!
Automatically Create and Send Quotes to Chat Tools When an Order is Placed on Amazon
When an order is placed on Amazon, a quote is automatically created and sent to Slack or Discord. Having such a system in place can significantly enhance both the speed and accuracy of your operations. This template is a workflow that should be used by those who have been spending time creating and sharing quotes in sales or administrative settings.
In the flow for sending to Slack, the quote is generated as a PDF and immediately delivered to your team. This reduces manual errors and makes information sharing much smoother. The Discord version similarly allows for quick visualization of order information and rapid sharing with members. Both templates are reliable allies in supporting fast-paced team management.
One of the attractions is that it can be intuitively implemented through Yoom without complex procedures.
Create a Quotation and Store it in a Specified Folder When an Order is Placed on Amazon
Sending quotations via email or keeping them in a PC folder. Wouldn't you like to be a little freed from such daily meticulous management? This set of templates automatically creates a quotation when an order is placed on Amazon and saves it to OneDrive or Dropbox.
In the flow that saves to OneDrive, all files are managed in the cloud, allowing necessary people to access them immediately when needed. Whether you're on the go or in the office, being able to quickly access the same quotation provides great peace of mind. The pattern of saving to Dropbox also allows for flexible file sharing, enhancing work efficiency among team members.
Both are perfect templates for taking the first step away from paper documents and shifting to a digitized daily routine.
When an order is placed on Amazon, create an invoice and upload it to the database
How quickly and accurately you can process the ever-increasing order data and invoices, and find them when needed. This is made possible by an automation template integrated with Knack and Baserow.
In the upload flow to Knack, a PDF invoice is created based on Amazon order information and automatically stored in the database. This not only eliminates the need for manual record-keeping but also keeps documents neatly organized, making searching and sharing easier. Similarly, integration with Baserow ensures smooth management in the database, minimizing the risk of errors and omissions. The accumulation of small efficiencies can significantly boost the productivity of the entire team.
Let's Create a Flow to Automatically Generate an Invoice When an Order is Created on Amazon
Now, let's create a flow to automatically generate an invoice when an order is created on Amazon! This time, we'll use Yoom to proceed with the setup without any coding, so if you don't have a Yoom account yet,please create one using this registration form.
[What is Yoom]
<span class="mark-yellow">In this article, we will explain the setup of a flow bot that "creates an invoice and sends it to Slack when an order is created on Amazon."</span>
Flow Bot Setup Process
Connect Amazon Seller Central and Google Sheets with My Apps
Copy the Template
Set Actions for Amazon Seller Central and Google Sheets
Turn on the Trigger and Complete the Flow Activation Preparation
Step 1: Set Up My App Integration
Here, you will configure the settings to register the app information to be integrated with Yoom. After logging into your Yoom workspace, click "+ Add" on the My Apps screen.
A list of apps available on Yoom will be displayed. Please search for the app you want to integrate using the search box and proceed with registering it to My Apps.
Amazon Seller Central
Click on the app name from the search results. A screen to enter the domain information for Amazon Seller Central will be displayed.
Domain
When you enter the domain, you will be prompted for your Amazon Seller Central login information.
After entering your email address and password, a notification will be sent to the registered phone number, so please check it. Once the setup is complete, return to the Yoom screen and click the add button to complete the registration of Amazon Seller Central to My Apps.
Google Sheets
Click on the app name from the search results to display the Google Sheets and Yoom integration confirmation screen.
Click the "Sign in with Google" button to display the Google account login screen, where you will enter your email address and password.
Select the account to integrate.
You will be asked to confirm Yoom's access permissions. Click "Continue"
Click "Continue".
This completes the integration of Google Sheets with My Apps.
Slack
Click on the app name from the search results. You will be taken to the Slack sign-in screen.
Enter the workspace URL and click 'Continue'. You will be taken to the Slack access permission request screen from Yoom.
Once the My App integration is complete, proceed to set up the Flow Bot template. Please click on the "Try it".
When the popup below appears, click "OK" to start the setup!
The copied template will be added to My Projects. You can access My Projects from the left menu bar.
Step 3: App Trigger "When Order Information is Created"
Click the first step of the template to set the trigger (starting point) for the Flow Bot. In this step, you will set the flow activation interval and configure it to retrieve information when a new account is registered.
(1/2) Select Linked Account and Action
The following items are pre-configured on this screen.
Title
App
Account information linked with Amazon Seller Central
Trigger Action
Click Next to proceed.
(2/2) API Connection Settings for App Trigger
Trigger Activation Interval
Select the flow activation interval. The shortest interval is 5 minutes. *The shortest activation interval varies depending on your subscription plan.
Obtain the relevant Marketplace ID from the above link and paste it into the edit field.
Sales Region
You can select from the following options.
Once the above settings are completed, trigger a test event in Amazon Seller Central (place a test order). If no event occurs, values cannot be retrieved, resulting in a test error.
After configuring each setting, proceed to the test. Click the Test button. If successful, you can retrieve the order information fields and values. The following are the default fields that can be retrieved.
These fields and values are defined as "Output" in Yoom.
These values will be referenced in later steps. Click Save to proceed to the next step.
Step 4: Issue Documents "Issue Documents"
Click the second template. In this step, you will link the template document created in Google Sheets with the output obtained in the previous step.
(1/2) Document Integration
The following items are pre-configured on this screen.
Title
App
Account information linked with Google Sheets
Template Document Integration
Spreadsheet File ID
Enter the file ID of the linked sheet (template document). When you click the edit field, a dropdown menu will appear, allowing you to select and reference the ID.
Once you have entered the template document ID, scroll down.
Issued Document
Google Drive Folder ID for Storage
Before sending to Slack, temporarily store the PDF in Google Drive. Specify the desired folder. When you click the edit field, a dropdown menu will display candidates, allowing you to select.
Output File Name
Specify the file name. This time, we specified the company name as a dynamic value. There is no need to insert the file extension (.pdf) at the end.
Once you have entered the output file name, click the Next button.
(2/2) Set Replacement Conditions
For detailed instructions on setting up template documents, click here. Insert unique values in the { } introduced at the beginning. (Using the same value will cause an error, so please be careful.)
Once you have placed the unique values to be replaced in the specified spreadsheet, scroll down.
When you scroll, the items of the spreadsheet loaded in the previous operation will be displayed. After re-editing the values, click the "Retrieve Replacement Conditions" button in the upper right corner to update the items. Link the replacement string to the replacement string.
When you click the edit field for the replacement string, the values obtained from the form will be displayed in a dropdown menu.
Embed the appropriate items and values for the replacement target value. Embedding is as simple as selecting.
Once all embedding is complete, click the Test button. If successful, you will be able to retrieve the issued document and related information.
Click Save.
Step 5: Integrate with App "Send File"
Click the third template. In this step, you will configure the settings to send the PDF created in the previous step to a specified channel in Slack.
The following items are pre-configured on this screen.
Title
App
Account information linked with Slack
Action
Click Next to proceed.
(2/2) API Connection Settings
Channel ID or Member ID
When you click the edit field, the channel ID of the linked Slack will be displayed. Select the relevant channel to reference the ID.
Message
You can edit the message sent when sending the file. Click the edit field < dropdown menu < you can reference the output obtained in the previous step.
File Attachment Method
Pre-configured. No additional settings are required.
Step 6 (Final): Turn ON the App Trigger
Once all steps are configured, a completion screen will be displayed.
Turn ON the trigger to activate the Flow Bot.
You can toggle the trigger ON/OFF from the toggle in the upper left corner. The Flow Bot setup is easily completed without programming.
Convenient Automation Example Using Amazon
Carefully selected business automation templates utilizing Amazon order information. Streamline notifications and data management to easily build a system that reduces manual workload and errors.
Conclusion
The workflow of creating a quotation based on Amazon order data and sending it to Slack significantly eases the cumbersome task. The appeal of Yoom is that anyone can easily set it up without programming knowledge. It not only improves work efficiency but also helps prevent mistakes and facilitates smooth sharing within the team.
Why not incorporate a system into your work that makes you think, "I wish I had started using it sooner"? Start by registering for free and experience the convenience of Yoom.
The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
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