Automated EDI Order Entry into Zoho Books
Users200+
Publish DateOct, 2025
No-code and low-code platform
Explore how thetemplates work?
Trigger: On Schedule (Every 1 Hour)
Runs the workflow every hour to check for new EDI orders in email.
Search Email for EDI Orders
Searches Gmail for unread emails with subject "EDI Order" and attachments.
Check If New Email Exists
Checks if any new EDI order email was found.
Get Email Details of EDI Orders
Retrieves the full details of the EDI order email.
Get Attachment of EDI in TXT
Downloads the EDI 850 attachment in text format from the email.
Analyse EDI 850 Sales Order
Sends the raw EDI 850 document to OpenAI to parse and convert into structured JSON.
Convert EDI to Fields
Converts the OpenAI response from string to structured JSON fields.
Search Customer in Zoho Books
Searches for the customer by name in Zoho Books contacts.
Check if Customer Exists
Checks if the customer was found in Zoho Books.
Split Line Items
Splits the parsed EDI line items for individual processing.
Search Items in Zoho Books
Searches for each line item by SKU in Zoho Books.
Split for Item Check
Splits items to validate each one individually.
Check if Item Exists
Checks if each item exists in Zoho Books.
Create Collection of Line Items
Aggregates all validated line items into a collection.
Merge Customer and Items
Merges customer data with validated line items.
Create EDI Order in Zoho Books
Creates a sales order in Zoho Books with the merged customer and line item data.
Notify Customer Not Exist
Sends a notification to Microsoft Teams if the customer does not exist in Zoho Books.
Notify Item Not Exists
Sends a notification to Microsoft Teams if an item does not exist in Zoho Books.
No New Orders Notification
Sends a notification to Microsoft Teams if no new EDI orders were found in the last hour.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Automated EDI processing
Eliminates manual parsing and data entry of EDI 850 purchase orders.
2
AI-powered data extraction
Uses OpenAI to accurately parse complex EDI documents into structured data.
3
Real-time validation
Automatically validates customers and items in Zoho Books before creating orders.
4
Instant error notifications
Sends Microsoft Teams alerts when customers or items are missing in Zoho Books.
5
End-to-end order automation
From email receipt to sales order creation without human intervention.
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CaseStudies
Custom pricing synced; ordersCustom pricing synced; orders posted faster; manual entry removed. The team now focuses on sales, not fixes.”
Sales order automation and“Sales order automation and accurate inventory. Deployed in a week; growth and service accelerated.”
Unstable connectors replaced;“ orders, payments, shipping now reliable. Stability restored and operations simplified.”
Troubleshooting &FAQs
The workflow runs every hour to check for new unread EDI order emails in Gmail.
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