Order Automation Workflow Templates

Automatically convert emailed purchase orders into sales orders and shipping labels without anyone touching a keyboard. This is the single most common workflow we build for B2B companies, especially in medical supply and wholesale distribution.

1. New email with PDF attachment arrives in designated inbox
2. Parseur extracts all PO fields: line items, quantities, prices, shipping address, payment terms
3. Make.com validates and maps extracted data to your QuickBooks schema
4. Sales order created in QuickBooks with correct customer, items, and terms
5. ShipStation shipping order generated with package details and carrier selection
6. Confirmation email sent to customer with order acknowledgment

Eliminate the double data entry that plagues every e-commerce operation. Every Shopify order automatically becomes a QuickBooks invoice and a ShipStation shipping order. Learn more about our Shopify-QuickBooks integration.

1. New order placed on Shopify triggers the workflow instantly
2. Customer matched in QuickBooks or new customer record created automatically
3. Invoice generated with line items, tax calculations, discounts, and shipping charges
4. ShipStation order created with recipient address, items, weights, and shipping method
5. Tracking number synced back to Shopify once shipment is created

The moment a deal closes, everything else should happen automatically. No more 48-hour gaps between closing a deal and onboarding the client. This template is especially popular with agencies and service businesses.

1. Deal marked "Closed Won" in HubSpot or Salesforce triggers the workflow
2. QuickBooks invoice generated with deal amount, terms, and client details
3. Asana or Monday.com project created from your standard project template
4. Welcome email sent to the new client with next steps and onboarding info
5. Slack notification sent to delivery team with all project details

Stop drowning in receipts at the end of every month. Forward a photo or email and let AI handle the rest. This workflow pairs intelligent document recognition with your accounting system to eliminate manual expense logging entirely. See how this connects to our invoice automation capabilities.

1. Photo or email of receipt forwarded to a dedicated processing address
2. AI extracts vendor name, total amount, date, line items, and expense category
3. Make.com validates the data and applies your categorization rules
4. Expense logged in QuickBooks or Xero with correct account coding
5. Digital copy of the receipt stored in Google Drive for audit-ready records
6. Monthly expense summary auto-generated and delivered to your inbox

Overselling is the fastest way to lose a customer. This template keeps your stock levels perfectly synchronized across every sales channel and automatically generates reorder purchase orders when inventory drops below your threshold. Explore our full inventory sync automation solution.

1. Inventory level changes in any connected platform (sale, return, adjustment)
2. Make.com detects the change and checks stock levels across all channels
3. Stock levels synchronized across Shopify, Amazon, and QuickBooks in real time
4. Low stock alerts sent via Slack and email when inventory hits warning threshold
5. Reorder purchase order auto-generated and sent to vendor when critical threshold is reached

Stop chasing unpaid invoices manually. This workflow automates your entire collections cadence, from gentle reminders to escalation, so your cash flow stays healthy without your team spending hours on follow-up calls. Learn more about our accounts receivable automation.

1. Invoice passes its due date in QuickBooks, triggering the follow-up sequence
2. Automated friendly reminder email sent to customer on Day 3 past due
3. Second reminder with firmer language sent automatically on Day 7
4. Escalation notification sent to account manager via Slack on Day 14
5. Aging report updated in real time with current receivables status
6. Late fee automatically calculated and applied per your payment terms