1.Detect new emails in folder
Integrate Microsoft Outlook and email folders to detect new supplier messages and to centralize source fields.
Create posted sales orders from incoming supplier emails
Automatically monitor supplier order emails across Microsoft Outlook and Salesforce. Create and update sales order records when new messages arrive or matching items qualify, so you can post orders, link line items, and close deals without manual order-entry paperwork.
How this automation posts your sales orders
When supplier order emails arrive in an email folder, delays can stall invoicing and reconciliation. This automation creates or finds contacts and sales orders and then creates order lines and posts themβso your team can invoice with confidence.
Microsoft Outlookor swap with your favorite app
2.Find or create contact
Integrate Salesforce and CRM records to look up contacts by email or create missing contacts to centralize customer identity.
Salesforceor swap with your favorite app
3.Create sales order
Integrate Salesforce and sales order workflows to create sales orders from email fields to generate order headers.
4.Find matching item
Integrate Salesforce and item catalogs to find the matching event or item from referenced fields to validate line eligibility.
5.Create line and post
Integrate Salesforce and sales order processing to create order lines and update posting status to complete billed-ready records.
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Explore all sales order processing automations
Accelerate order fulfillment with automated order capture, status routing, and record updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 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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