1.Monitor new attachment in inbox
Integrate Gmail and email filtering to watch for qualifying new CSV attachments to parse line items.
Create sales order CSV and email it to ERP
Automatically watch for new attachment in Gmail across your CRM and ERP intake inbox. Create and update when CSV attachments arrive—so you can parse line items, generate ERP-ready order sheets, and email the CSV export link to ERP intake without manual order entry.
How this automation accelerates your ERP order intake
When new sales order CSV attachments arrive in the wrong format or at the wrong time, order processing slows and errors creep in. This automation imports and cleans CSV files and creates order spreadsheets and emails ERP intake links—so your team can fulfill orders faster.
Gmailor swap with your favorite app
2.Import and clean CSV
Integrate Formatter by Zapier and CSV parsing tools to clean line items and format today’s date for the order date.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet from template
Integrate Google Sheets and spreadsheet templates to create a new order sheet named by the order reference.
Google Sheetsor swap with your favorite app
4.Add rows to worksheet
Integrate Google Sheets and column mapping tools to add product, quantity, price, and address fields to the sheet.
5.Share file link
Integrate Google Drive and file sharing permissions to set a viewable link for the created spreadsheet.
Google Driveor swap with your favorite app
6.Send email with CSV export link
Integrate Gmail and email routing to send ERP intake an email with the CSV export link and context.
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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