Recipe Highlight: Streamline Your Order Fulfillment with Automated Shipment Triggers

Automating Order Shipment Based on Invoice Settlement

Simplify and accelerate your order fulfillment process with our new automation recipe. This solution eliminates manual steps by automatically initiating the order shipment process in BigCommerce as soon as an invoice is fully settled in Sage Intacct, ensuring orders are processed quickly and accurately.

How the Automation Works

This recipe links your invoicing system with your order fulfillment process. When a new or updated invoice is recorded in Sage Intacct, the automation checks for payment status. If the invoice is marked as fully paid, the automation triggers the creation of an order shipment in BigCommerce. This ensures that once payment is complete, the order fulfillment process moves forward without any delay or manual intervention.

Why This Automation Is Impactful

This automation is designed to optimize your revenue operations by streamlining the order-to-delivery workflow. It ensures that your RevOps team has access to real-time data, allowing for more accurate decision-making and increased operational efficiency.

By automating these crucial steps, your business can offer a more seamless customer experience and reduce bottlenecks in the order processing pipeline.

Start building in Workato

To implement this solution in your organization, check out the sample recipe here for a ready-to-use version that you can easily duplicate and implement.