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About this template
What this workflow does
This workflow gets EDI 850 Sales Order from email, analyses that through OpenAI and creates Sales Order in Zoho Books.
Key benefits
- Automated EDI processing
- AI-powered data extraction
- Real-time validation
- Instant error notifications
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Customize the flow
Build your own version of this workflow
Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.
Inside the flow
How the template works
appse ai runs this workflow end to end for Gmail — automatically, every single day. Here is exactly what happens when this template runs.
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
More than moving data between apps — here is the measurable impact this automation delivers for your team.
01
Automated EDI processing
Eliminates manual parsing and data entry of EDI 850 purchase orders.
02
AI-powered data extraction
Uses OpenAI to accurately parse complex EDI documents into structured data.
03
Real-time validation
Automatically validates customers and items in Zoho Books before creating orders.
04
Instant error notifications
Sends Microsoft Teams alerts when customers or items are missing in Zoho Books.
05
End-to-end order automation
From email receipt to sales order creation without human intervention.
01
Automated EDI processing
Eliminates manual parsing and data entry of EDI 850 purchase orders.
02
AI-powered data extraction
Uses OpenAI to accurately parse complex EDI documents into structured data.
03
Real-time validation
Automatically validates customers and items in Zoho Books before creating orders.
04
Instant error notifications
Sends Microsoft Teams alerts when customers or items are missing in Zoho Books.
05
End-to-end order automation
From email receipt to sales order creation without human intervention.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How often does the workflow check for new EDI orders?
The workflow runs every hour to check for new unread EDI order emails in Gmail.
What happens if the customer does not exist in Zoho Books?
What EDI format does this workflow support?
What happens if an item SKU is not found in Zoho Books?
Can this workflow handle multiple line items?
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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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