YoomとAmazonの連携イメージ
[Easy Setup] How to Automatically Create Quotations on Amazon
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YoomとAmazonの連携イメージ
Flowbot Usecases

2025-07-17

[Easy Setup] How to Automatically Create Quotations on Amazon

k.hieda
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.


■Overview  
The flow "Create a quotation and send it to Discord when order information is created on Amazon" is a business workflow that streamlines order processing on Amazon.
When order information is generated, a quotation is automatically created and shared on Discord, the team's communication tool. This reduces the hassle of order management and information sharing.

■Recommended for

  • EC operators who want to streamline order management on Amazon  
  • Sales representatives who want to quickly share order information within the team  
  • Administrative staff who spend time on manual PDF creation and information transfer  
  • Companies that want to automate business workflows using Yoom  

■Benefits of using this template  

  • Reduce work time with automatic PDF creation of order information  
  • Enable quick information sharing within the team through automatic sending to Discord  
  • Prevent human errors from manual processing  
  • Improve business efficiency with seamless app integration through Yoom  
  • Standardize the process of creating quotations and documents to maintain business consistency

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.


■Overview
The flow "Create a quotation and save it to OneDrive when order information is created on Amazon" is a business workflow that streamlines order management on Amazon.
When a new order occurs on Amazon, a PDF quotation is automatically created based on that order information and saved to OneDrive.
This process eliminates the hassle of manual data entry and file saving, enabling quick and accurate quotation creation.
Additionally, the saved PDF is easy to share within the team and can be accessed immediately when needed, smoothing the overall workflow.

■Recommended for

  • Sales representatives who process a large number of orders daily on Amazon and find manual quotation creation time-consuming
  • Owners of small and medium-sized enterprises who want to reduce quotation creation errors and achieve accurate document management
  • IT personnel who are already using Amazon and OneDrive and want to integrate these tools to improve business efficiency
  • Those interested in automating business processes and improving workflows using AI and RPA
  • Office managers who want to facilitate information sharing within the team and digitize paper document management

■Benefits of using this template

  • Time-saving: By automating everything from order information retrieval to PDF creation and saving to OneDrive, the time spent on manual tasks can be reduced.
  • Error prevention: Automation prevents mistakes due to manual entry, enabling accurate quotation creation.
  • Centralized information management: PDF quotations saved in OneDrive can be accessed anytime, anywhere, facilitating smooth information sharing within the team.
  • Increased productivity: Automating repetitive manual tasks allows employees to focus on more important tasks, enhancing productivity.
  • Scalability: The flexible workflow design can accommodate an increase in the number of orders, allowing for scale-up in line with business growth.

■Overview
The flow "Create a quotation and save it to DropBox when order information is created on Amazon" is a business workflow that automatically collects order data from Amazon, generates a quotation in PDF, and saves it to DropBox.
Once the order is confirmed, the necessary documents are automatically created and saved in the cloud, improving work efficiency and data management accuracy. This reduces the burden of daily tasks, allowing you to focus on more important work.

■Recommended for

  • Those who run an online shop using Amazon and want to streamline order management
  • Accounting personnel who want to automate the creation of quotations and invoices to reduce workload
  • IT personnel who want to optimize business workflows by integrating multiple SaaS applications
  • Companies that want to reduce human errors from manual data entry and achieve accurate information management
  • Small business owners who want to save time and improve operational efficiency through workflow automation
  • Those who want to achieve centralized data management by utilizing cloud storage

■Benefits of using this template

  • Reduction of work time: Automate from order to PDF creation and DropBox saving, saving time on manual tasks
  • Error prevention: Reduce data entry errors through automated processing, achieving accurate information management
  • Improvement of operational efficiency: Smoothly optimize workflows through the integration of multiple applications

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.


■Overview
This is a business workflow that automatically generates a quotation and uploads it to Baserow when order information is created on Amazon.
It automates the entire process from order data management to quotation creation, improving operational efficiency and accuracy. This reduces the complexity of manual tasks, allowing for effective use of time and resources.

■Recommended for

  • Sales representatives who spend a lot of time on order management and quotation creation on Amazon
  • Teams using Baserow for database management and considering automation of their operations
  • Executives and managers looking to improve operational efficiency by utilizing API integration and automatic PDF creation
  • Those who want to reduce human errors associated with manual data entry and quotation creation

■Benefits of using this template

  • Automates the process from order information to quotation creation, reducing work time
  • Maintains data consistency and prevents human errors
  • Automates data uploads to Baserow, making data management easier

■ Overview  
The workflow "Create an invoice and upload it to Knack when order information is created on Amazon" automates order management on Amazon, enabling the creation of invoices and delivery notes and centralized data management. By utilizing Yoom, order information is processed efficiently, reducing manual effort.

■ Recommended for  

  • EC operators who manage a large number of orders on Amazon and are spending too much time on manual tasks  
  • Sales representatives who find creating invoices and delivery notes cumbersome  
  • Administrators who want to centralize business data using Knack  
  • Companies looking to improve efficiency through business automation  

■ Benefits of using this template  

  • Automation of order processing: By automatically converting order information on Amazon into PDFs and uploading them to Knack, it reduces the effort of manual input.  
  • Centralized data management: Important documents such as invoices and delivery notes are consolidated in Knack, making it easy to search and share information.  
  • Error prevention: Automation reduces human errors, enabling accurate data management.

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]

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."

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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.

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  • 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.

Click Allow to complete the integration.

Help: Details on how to register Slack to My Apps

Slack Official: Manage Apps in Your Workspace

Step 2: Copy the Template

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.

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Step 3: App Trigger "When Order Information is Created"

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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

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  • Trigger Activation Interval
    • Select the flow activation interval. The shortest interval is 5 minutes. *The shortest activation interval varies depending on your subscription plan.

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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.

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These fields and values are defined as "Output" in Yoom.

About Output

These values will be referenced in later steps. Click Save to proceed to the next step.

Step 4: Issue Documents "Issue Documents"

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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

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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.

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Once you have entered the template document ID, scroll down.

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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.

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  • 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.

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Once you have entered the output file name, click the Next button.

(2/2) Set Replacement Conditions

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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.

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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.

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Click Save.

Step 5: Integrate with App "Send File"

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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.

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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

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  • 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.

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  • 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.

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  • 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.

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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.


■Overview
The "Add Order Information to Notion When Created in Amazon Seller Central" flow is a business workflow that automates the management of order data by leveraging the integration between Amazon and Notion. When an order occurs, the information is automatically added to Notion, preventing the hassle and errors of manual data entry and supporting efficient business operations. The integration of Notion and Amazon Seller Central enables centralized management of order information.

■Recommended for

  • Those using Amazon Seller Central who find managing order information cumbersome
  • Business owners who want to organize and manage business processes using Notion
  • Team leaders looking to improve business efficiency by implementing data entry automation
  • Personnel who want to reduce errors caused by manual order information management

■Benefits of Using This Template

  • Automation of data entry: Order information is automatically added to Notion, eliminating the need for manual work.
  • Reduction of human errors: Automatic integration prevents mistakes that occur during manual entry.
  • Improvement of business efficiency: Sales data is centrally managed, enabling quick decision-making.

■Overview
The "Notify Slack when order information is created in Amazon Seller Central" flow is a business workflow that automatically notifies Slack of order information from Amazon Seller Central. By utilizing Yoom's API integration, order management can be conducted smoothly and efficiently. This enables the entire team to share information quickly and respond promptly.

■Recommended for

  • Sellers using Amazon Seller Central
  • Business teams looking to improve internal communication using Slack
  • Individuals manually notifying orders who want to improve work efficiency
  • Those who want to automate business workflows using Yoom

■Benefits of using this template

  • Enables immediate response through rapid order notifications.
  • Improves work efficiency by reducing manual tasks.
  • Facilitates smooth information sharing, strengthening team collaboration.
  • Reduces the risk of errors and is expected to achieve accurate order management.

■Overview
The flow "Notify Outlook when order information is created in Amazon Seller Central" is a business workflow designed to smoothly manage sales activities on Amazon. When a new order occurs, a notification is automatically sent to Outlook, ensuring that you won't miss any important order information. This enables prompt responses and supports business efficiency.

■Recommended for

  • Sellers using Amazon Seller Central who are spending a lot of time on order management
  • Business professionals who use Outlook regularly and want to utilize its notification features
  • Executives or managers aiming for efficient business operations through automation
  • Those using multiple SaaS applications and looking to centralize information management

■Benefits of using this template

  • Immediate notification of order information enables prompt responses: As new orders occur, they are immediately notified to Outlook, allowing for quick responses.
  • Improved efficiency and prevention of oversight: Manual confirmation tasks become unnecessary, reducing the risk of missing important order information.
  • Seamless integration reduces workload: By utilizing workflows with Yoom, integration between multiple applications is automated, significantly reducing workload.

■Overview

This workflow allows you to retrieve and notify order information from Amazon Seller Central when a Google Form is answered. This eliminates the need for manual data verification and notification tasks, enabling error-free and comprehensive responses. By using Yoom, you can easily connect apps without programming.

■Recommended for

  • EC business operators who utilize Google Forms and Amazon Seller Central
  • Sales personnel who spend a lot of time managing order information and want to improve efficiency
  • Marketing teams looking to improve business processes through automatic data integration
  • Customer support staff who find manual notification tasks cumbersome
  • Executives interested in business automation and want to utilize Yoom

■Benefits of using this template

  • Improved operational efficiency
    ・Automatically retrieve and notify order information based on Google Form responses, reducing manual work time.
  • Prevention of human error
    ・Automation prevents data entry errors and notification omissions, ensuring accurate information management.
  • Comprehensive response
    ・Real-time retrieval and notification of order information enable accurate responses to customers.
  • Standardization of business processes
    ・A consistent flow maintains unified business procedures across the entire team.

■ Overview
The "Add order information to Salesforce when created in Amazon Seller Central" workflow is a business workflow that streamlines order management for online sales.
When a new order is placed in Amazon Seller Central, the information is automatically transferred to Salesforce. This enables centralized management of sales data, reducing the effort and errors associated with manual data entry.

■ Recommended for
・Sales representatives who use both Amazon Seller Central and Salesforce and spend a lot of time managing order information
・Team leaders who use multiple SaaS applications and find data integration cumbersome
・Sales and marketing personnel who want to prevent errors from manual order data entry
・Executives who want to automate business workflows to improve operational efficiency

■ Benefits of using this template
・Reduction in data entry effort and improved accuracy: Since order information is automatically added to Salesforce, the effort of manual entry is eliminated, and human errors are prevented.
・Centralized management of business processes: Integration of data from Amazon Seller Central and Salesforce allows for quick understanding of sales status.
・Efficient business flow construction: By leveraging the multifunctionality of Yoom, it becomes easier to integrate with other applications and build flexible business workflows.

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.

With Yoom, you can easily build the kind of collaboration
described here without programming knowledge.
Try Yoom for free
About the Author
k.hieda
k.hieda
With a decade of experience as a Web Planner and Director, my primary responsibilities at a web production company included proposing and managing revision and operation plans for clients. Currently, I am a parallel worker. In the Content Division at Yoom, I am involved in blog production, while also handling external PR projects for companies as an independent contractor. As I embark on a new venture in the vacation rental industry, I am committed to optimizing routine work efficiency.
Tags
Amazon Seller Central
Automatic
Automation
Notification
Slack