Detect new shipments
The flow polls Epicor Kinetic for new shipments or packing slips and processes them in order using sequential change tracking.
About this template
What This Workflow Does
Shipment details recorded in Epicor Kinetic rarely reach the CRM, so sales and service teams chase the warehouse and customers wait for updates. This template polls Epicor Kinetic for new shipments, retrieves the related sales order, adds the shipped products and quantities to the matching HubSpot order, and emails the customer through Gmail.
Key benefits
- Customers told on shipment — Gmail sends the customer an email once the HubSpot order is updated.
- Shipment details in HubSpot — Shipped products, line references, release details and quantities sit on the order.
- Matched to the right order — The Epicor Kinetic sales order is retrieved before anything is updated.
- Shipments processed in order — Sequential change tracking handles new shipments in the order they are detected.
Inside the flow
How the template works
The flow polls Epicor Kinetic for new shipments, using sequential change tracking, and retrieves each shipment's sales order. It updates the HubSpot order with shipped products, line references, release details and quantities, then emails the customer through Gmail.
Retrieve the sales order
The related Epicor Kinetic sales order is fetched by its order reference.
Update the HubSpot order
The matching HubSpot order gets the shipped products, order line references, release details and shipped quantities, plus a shipping status link the business can customize.
Email the customer
Gmail sends the customer a shipment email from a template the business can customize.
Business Benefits
What changes when Epicor Kinetic shipments update HubSpot automatically
01
Customers hear about shipments without a follow-up
An email goes out as soon as the HubSpot order is updated, so nobody has to send shipping updates by hand.
02
Shipment details where sales and service work
Shipped products and quantities sit on the HubSpot order, so teams answer customer questions without asking the warehouse.
03
Shipments tied to the right order
Retrieving the Epicor Kinetic sales order first keeps shipping details attached to the correct transaction.
04
Fewer data entry errors
Shipment data moves from Epicor Kinetic to HubSpot without retyping, removing mismatched quantities and line references.
05
Notifications in your own words
The email template and shipping status link are set by the business, so customer messages match your brand and process.
01
Customers hear about shipments without a follow-up
An email goes out as soon as the HubSpot order is updated, so nobody has to send shipping updates by hand.
02
Shipment details where sales and service work
Shipped products and quantities sit on the HubSpot order, so teams answer customer questions without asking the warehouse.
03
Shipments tied to the right order
Retrieving the Epicor Kinetic sales order first keeps shipping details attached to the correct transaction.
04
Fewer data entry errors
Shipment data moves from Epicor Kinetic to HubSpot without retyping, removing mismatched quantities and line references.
05
Notifications in your own words
The email template and shipping status link are set by the business, so customer messages match your brand and process.
Keep exploring
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Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Epicor Kinetic to HubSpot shipment update work?
appse ai polls Epicor Kinetic for new shipments, retrieves each shipment's sales order and updates the matching HubSpot order with the shipped items. It then emails the customer through Gmail.
Which shipment details are added to HubSpot?
Can I change the customer email?
How are new shipments picked up?
What needs to be in place before it runs?
Why businesses love appse ai
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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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