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.
When order information is created on Amazon, generate an invoice and send it to Discord.
■Overview The "Create a quote and send it to Discord when order information is created on Amazon" flow is a business workflow that streamlines order processing on Amazon. When order information is generated, a quote is automatically created and shared with Discord, the team's communication tool. This reduces the effort 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 manually creating PDFs and transferring information ・Companies that want to automate business workflows using Yoom
■Notes ・Please integrate Yoom with both Amazon and Discord. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
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 created on Amazon, create an invoice and save it to OneDrive.
■Overview The flow 'Create a quote and save it to OneDrive when order information is created on Amazon' is a business workflow to streamline order management on Amazon. When a new order occurs on Amazon, a PDF quote is automatically created based on that order information and saved to OneDrive. This process eliminates the need for manual data entry and file saving, enabling quick and accurate quote creation. Additionally, the saved PDF can be easily shared within the team and accessed whenever needed, ensuring a smooth overall workflow.
■Recommended for - Sales representatives who process a large number of orders on Amazon daily and find manual quote creation time-consuming - Small business owners who want to reduce quote creation errors and achieve accurate document management - IT personnel who already use 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
■Notes - Please integrate Yoom with both Amazon and OneDrive. - Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview The flow 'Create a quotation and save it to DropBox when order information is created on Amazon' automatically collects order data from Amazon, generates a quotation in PDF, and saves it to DropBox. When an order is confirmed, the necessary documents are automatically created and saved in the cloud, improving operational 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 workflows by integrating multiple SaaS applications ・Companies that want to reduce human errors from manual data entry and achieve accurate information management ・SME 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
■Notes ・Please integrate Yoom with both Amazon and DropBox.
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.
When order information is created on Amazon, create an invoice and upload it to Baserow.
■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 efficiency and accuracy. This reduces the complexity of manual tasks, allowing for effective use of time and resources.
■Recommended for ・Sales representatives who spend time on order management and quotation creation on Amazon ・Teams considering automating their business using Baserow for database management ・Executives and managers who want to improve business efficiency by utilizing API integration and automatic PDF creation ・Those who want to reduce human errors associated with manual data entry and quotation creation ■Notes ・Please integrate Yoom with both Amazon and Baserow.
■Overview The workflow "Create a quote and upload to Knack when order information is created on Amazon" automates order management on Amazon, creating quotes and delivery notes, and achieving centralized data management. By utilizing Yoom, order information is processed efficiently, reducing manual effort.
■Recommended for ・EC operators managing numerous orders on Amazon and spending time on manual tasks ・Sales representatives who find creating quotes and delivery notes cumbersome ・Administrators who want to centralize business data using Knack ・Companies looking to improve efficiency through business automation
■Notes ・Please integrate Yoom with both Amazon and Knack.
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."
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.
Add order information to Notion when it is created in Amazon Seller Central.
■Overview The "Add to Notion when order information is created in Amazon Seller Central" flow is a business workflow that automates order data management by leveraging the integration between Amazon and Notion. When an order occurs, 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 who want to improve business efficiency by introducing data entry automation ・Personnel who want to reduce errors caused by manual order information management
■Notes ・Please integrate Yoom with both Amazon Seller Central and Notion. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■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 speedy information sharing across the team, allowing for prompt responses.
■Recommended for ・Sellers using Amazon Seller Central ・Business teams looking to improve team communication using Slack ・Personnel manually notifying orders and seeking to improve work efficiency ・Those who want to automate business workflows using Yoom
■Notes ・Please integrate Yoom with both Amazon Seller Central and Slack. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Notify Outlook when order information is created in Amazon Seller Central" flow is a business workflow to smoothly manage sales activities on Amazon. When a new order occurs, a notification is automatically sent to Outlook, so you don't have to worry about missing important order information. This enables quick response and supports business efficiency.
■Recommended for ・Sellers using Amazon Seller Central who spend time on order management ・Business people who use Outlook daily and want to utilize the notification feature ・Executives or managers aiming for efficient business operations by advancing business automation ・Those using multiple SaaS apps and aiming for centralized information management
■Notes ・Please link both Amazon Seller Central and Outlook with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
■Overview This workflow allows you to retrieve order information from Amazon Seller Central and notify when a response is submitted to Google Forms. This eliminates the need for manual data verification and notification tasks, enabling error-free and comprehensive responses. With Yoom, you can easily connect apps without programming.
■Recommended for ・EC businesses utilizing Google Forms and Amazon Seller Central ・Sales personnel who want to streamline order information management ・Marketing teams looking to improve business processes through automatic data integration ・Customer support staff who find manual notification tasks cumbersome ・Business owners interested in automation and utilizing Yoom
■Notes ・Connect Google Forms, Amazon Seller Central, and Slack with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The 'Add to Salesforce when order information is created in Amazon Seller Central' workflow is a business workflow that streamlines order management for online sales. When a new order occurs in Amazon Seller Central, the information is automatically transferred to Salesforce. This enables centralized management of sales data and reduces the effort and errors associated with manual data entry.
■Recommended for ・Sales representatives who use both Amazon Seller Central and Salesforce and are spending time managing order information ・Team leaders who are using multiple SaaS applications and find data integration cumbersome ・Sales and marketing personnel who want to prevent errors from manual order data entry ・Business owners who want to automate business workflows and improve operational efficiency
■Notes ・Please integrate Yoom with both Amazon Seller Central and Salesforce. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
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.
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