Get the email
The flow pulls inbox emails from a specified sender in Microsoft Outlook.
About this template
What This Workflow Does
Order requests that arrive by email have to be read, matched to a customer and typed into the ERP by hand. This template takes inbox emails from a set sender in Microsoft Outlook, uses OpenAI to read the message and attachments, finds the customer in Epicor Kinetic by email, creates the sales order and lines, and replies to the sender.
Key benefits
- Email to order — Qualifying order emails become Epicor Kinetic sales orders.
- Reads attachments — Order details in attached files are used too.
- Customer matching — The customer is found in Epicor Kinetic by email.
- Reply sent — The sender gets an email response after processing.
Inside the flow
How the template works
For inbox emails from a set sender, OpenAI reads the message and attachments, the flow matches the Epicor Kinetic customer, creates the sales order and lines, then replies.
Read the request
OpenAI interprets the email and checks it has what is needed for an order.
Match the customer
The customer is found in Epicor Kinetic by email.
Read attachments
Attachments are fetched and their order details are extracted.
Create the order
A sales order is created in Epicor Kinetic and each requested item is added as a line.
Reply to the sender
A reply is sent; requests that do not qualify get a different response instead of an order.
Business Benefits
Turn order emails into ERP orders
01
Less order entry
Qualifying emails become sales orders without manual typing.
02
Faster handling
Requests are read and processed soon after they arrive.
03
Right customer
Email matching ties each order to the Epicor Kinetic customer.
04
Attachments included
Order details in attached files are not missed.
05
Consistent replies
Every request gets a structured email response.
01
Less order entry
Qualifying emails become sales orders without manual typing.
02
Faster handling
Requests are read and processed soon after they arrive.
03
Right customer
Email matching ties each order to the Epicor Kinetic customer.
04
Attachments included
Order details in attached files are not missed.
05
Consistent replies
Every request gets a structured email response.
Keep exploring
More templates for creativity
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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 outlook email to epicor kinetic sales order work?
OpenAI reads emails from a set sender and their attachments, the flow matches the Epicor Kinetic customer by email, creates the sales order and lines, and replies.
Which emails are processed?
Can it read attachments?
What if the email is not a valid order?
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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