Operations & ERP templates
57 templates to get started in minutes, with a step-by-step guide and no code.
Supplier onboarding with approval and tracking dashboard
A public form to onboard suppliers, an alert to the purchasing manager and a dashboard to approve or reject each request in one click.
DHL, FedEx, UPS and SEUR rate comparison
Queries DHL, FedEx, UPS and SEUR rates for a shipment and returns the cheapest and the fastest.
Logistics panel: all your shipments and carriers in one dashboard
Dashboard with KPIs, charts, filters and a side detail panel per shipment, fed by automatic tracking of DHL, FedEx, UPS, SEUR, Sendcloud, Shippo and EasyPost.
Shipping label with the cheapest rate in Shippo
When an order arrives it requests rates from every carrier in Shippo, buys the cheapest, saves the tracking and notifies the customer.
PIM catalogue quality dashboard (Akeneo)
Every morning it scores the quality of each product in your PIM and shows it in a dashboard with KPIs, charts, filters and a side detail panel per product.
Generic scraping: extract data from any website into a Data Store with change alerts
Base template: you give a URL and the CSS selectors of what you want to extract, and the workflow stores each reading in a Data Store and alerts you if any value changes.
Weekly SSL and domain audit with email report and expiry alert
Every Monday it checks the domain list in your Google Sheets, verifies SSL certificate and domain expiry, and emails you a report with alerts if anything expires in under 30 days.
DHL Express rate quote via webhook
A webhook receives origin, destination and weight, queries DHL Express rates and returns the services sorted by price.
Create a DHL Express shipment and label from an order
When an order arrives via webhook it creates the DHL Express shipment, saves the tracking in a Data Store and emails the customer.
DHL Express shipment tracking form with email notice
A public form that checks the status of a DHL Express shipment and emails the customer the latest movement and the estimated date.
AI invoice extraction with human review when in doubt
AI extracts the invoice data; reliable ones go straight to the sheet, and if confidence is low or fields are missing they are set aside and you get a Telegram alert to review them.
Buy the cheapest rate in EasyPost and generate the label
When an order arrives it compares EasyPost rates, buys the cheapest, saves the tracking and emails the customer.
Daily alert for orders not delivered after several days
Every morning it checks the shipments Data Store and emails your team a table of orders still undelivered after more than 4 days.
Automatic shipment tracking with incident and delay alerts
Every 3 hours it queries the status of in-flight shipments in DHL, FedEx, UPS, SEUR, Sendcloud, Shippo or EasyPost and notifies the customer and your team.
Create a Sendcloud shipment and label from an order
When an order arrives it creates the parcel and label in Sendcloud, saves the tracking in a Data Store and emails the customer.
Daily ev4 ERP catalogue snapshot in a Data Store
Every night it reads your ev4 ERP catalogue and stores a snapshot of the day in a Data Store, giving you history and the ability to compare changes.
Weekly ev4 ERP catalogue digest by email
Every Monday it reads your ev4 ERP catalogue and emails a table with the items and their total.
ev4 ERP catalogue search API
Exposes a URL that searches items in your ev4 ERP catalogue and returns the result as JSON, ready for your website, app or chatbot.
Supplier PDF invoice to a Holded purchase with validation
AI reads the PDF invoice, validates amounts and required fields, finds or creates the supplier in Holded and records the purchase; if anything fails it alerts you on Telegram.
Invoices received by Gmail to a Data Store with alert
Every few minutes it checks your Gmail, extracts with AI the data of invoices written in the email body, saves them to a Data Store and alerts you on Telegram.
Create a FedEx shipment and label from an order
When an order arrives via webhook it creates the FedEx shipment, saves the tracking in a Data Store and emails the customer.
FedEx shipment tracking with customer notice
A webhook that checks the status of a FedEx shipment and emails the customer the latest movement and the estimated date.
Create a supplier in Finnegans from a form
An internal form to register new suppliers in Finnegans without retyping data, with an email notice when one is created.
Finnegans documents in Google Sheets
Every night it dumps Finnegans documents to a Google Sheet with clean columns (number, date, customer, seller, status, amount), ready for pivot tables.
Create a Finnegans order from a form
An internal form so sales or customer service can enter an order into Finnegans without opening the ERP.
Daily email alert for low-stock products in Finnegans
Every morning it checks Finnegans products and emails purchasing the ones at or below their minimum stock, most urgent first.
Finnegans sales dashboard with KPIs, charts and per-document detail
Copies Finnegans documents to an interactive dashboard every night: revenue, average ticket, monthly trend, top customers and sellers, with search, a status filter and a side panel with each document's detail.
Holded stock and price lookup as an API for your site or bot
A webhook you send a SKU to, answering with the product name, stock and price in Holded.
Weekly alert for unpaid Holded invoices
Every Monday it checks your unpaid Holded invoices older than 30 days and emails accounting the list and the outstanding amount.
Daily low-stock alert from Holded
Every working day it checks the Holded inventory and, if any products are below the minimum, emails purchasing with the list.
Customer creation: from HubSpot to Holded
When a contact becomes a customer in HubSpot, it reads their data and creates them as a customer in Holded automatically.
Low-stock alert for your Mercado Libre listings
Every morning it checks your active listings and alerts you on Telegram about the ones running low on stock.
Website monitor: downtime and SSL expiry
Every 15 minutes it checks your website responds and its SSL certificate is not about to expire; if anything fails, it alerts you on Telegram.
Phone push alert if your website goes down
Every 5 minutes it checks your website and, if it does not respond or is too slow, sends a push notification to your phone.
Create Odoo customers from your website with a welcome email
When someone signs up on your website it creates the contact in Odoo and sends them a welcome email.
Web orders straight into Odoo, with customer confirmation
Receives each order by webhook, sends it to your Odoo REST API as a sales order and confirms to the customer by email.
Weekly Odoo sales orders summary by email
Every Monday it reads the last 7 days of Odoo sales orders and emails management the total and the order list.
Daily low-stock alert from Odoo
Every working day it reads the Odoo products and emails purchasing about those below the minimum.
Update a product attribute in the PIM via webhook
An endpoint so any system (ERP, spreadsheet, form, the AI descriptions template) can change one attribute of a PIM product without touching its API.
PIM catalogue in Google Sheets with a quality score
Every night it dumps your PIM catalogue to a spreadsheet with a completeness % per product, so purchasing, marketing or suppliers can work without PIM access.
AI product descriptions from your PIM, with human review
Finds PIM products with no description, drafts it with AI and leaves the drafts in a dashboard for a person to review before publishing.
Weekly email about incomplete products in the PIM
Every Monday you get an email listing the PIM products missing mandatory data (image, description, price…), worst first.
Update PrestaShop product prices and status via webhook
Receive a reference with its new price (and optionally enable or disable the product) and update it in your PrestaShop store.
Update PrestaShop stock from your ERP or warehouse
Receive a product reference and stock quantity through a webhook and update the quantity in your PrestaShop store.
Create a SEUR shipment and label from an order
When an order arrives via webhook it creates the SEUR shipment, saves the tracking in a Data Store and emails the customer.
SEUR shipment tracking with customer notice
A webhook that checks the status of a SEUR shipment and emails the customer the latest movement and the estimated date.
Create each new Shopify customer in Holded
When a customer signs up in Shopify, it automatically creates them as a client contact in Holded, ready to be invoiced.
Reminder for paid, unshipped Shopify orders
Every weekday morning it alerts on Slack about paid orders that have been waiting more than 2 days to ship.
Daily low-stock alert for Shopify
Every morning it checks the inventory of your active Shopify products and emails you the list of low-stock variants.
Get notified when a web page content changes
Checks a page every hour (prices, terms, calls for proposals, competitors) and emails you what changed as soon as it spots a difference.
Slack alert when a workflow fails
Global error handler: when any of your workflows fails, it alerts on Slack with the workflow, node and error message.
Mark Tienda Nube orders as shipped with tracking
Receives the tracking number from your carrier or shipping system and marks the order as shipped in Tienda Nube, with the carrier and link.
Reminder for paid, unshipped Tienda Nube orders
Every weekday morning it alerts on Slack about paid Tienda Nube orders that have been waiting more than 2 days to ship.
Daily low-stock alert for Tienda Nube
Every morning it checks the stock of your published Tienda Nube products and emails you the variants below the minimum.
Create a UPS shipment and label from an order
When an order arrives via webhook it creates the UPS shipment, saves the tracking in a Data Store and emails the customer.
UPS shipment tracking with customer notice
A webhook that checks the status of a UPS shipment and emails the customer the latest movement and the estimated date.
Appointment reminder via WhatsApp from Google Sheets
Every afternoon it reads your agenda in Google Sheets and sends a WhatsApp reminder to everyone with an appointment tomorrow.
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