1.Receive order entry
Integrate Sub-Zap by Zapier and order reference tools to map order fields and extract base quantity data.
Add product lines to sales orders from order entries
Automatically receive order entry and match it to orders and products across Sub-Zap by Zapier and Zapier Tables. Create and update order lines and totals when order reference matches, product selection changes, or ERP calls succeed — so you can eliminate manual line edits.
How this automation updates your order lines fast
When order entries arrive without a product mapping process, teams face delays from manual line edits and incorrect totals. This automation receives order entry payloads, finds order and product records, calculates quantities, posts ERP lines, and updates orders totals—so your team can invoice reliably.
Sub-Zap von Zapieror swap with your favorite app
2.Find matching order and product
Integrate Zapier Tables to search Orders by mapped order reference and fetch product data by product code and region.
Zapier Tablesor swap with your favorite app
3.Calculate adjusted quantities
Integrate Formatter by Zapier and calculation logic to compute final line quantity from base quantity and multipliers.
Formatter von Zapieror swap with your favorite app
4.Retrieve stored ERP API token
Integrate Storage by Zapier and secure credential storage to fetch the saved ERP API token for authenticated requests.
Speicherung durch Zapieror swap with your favorite app
5.Create sales-order line in ERP
Integrate Webhooks by Zapier and ERP endpoints to post a sales-order line with product identifier, description, quantity, and price.
Webhooks von Zapieror swap with your favorite app
6.Update order totals
Integrate Zapier Tables and order record tools to update the Orders table with incremented line-item totals or quantity fields.
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Accelerate order fulfillment with automated order capture, status routing, and record updates
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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