Eshopbox provides you pre-existing Zap for creating and canceling orders in the Eshopbox workspace via Zapier. This Zap will automate the order workflow. You just need to integrate the Gmail account to Eshopbox. So, whenever the Gmail receives a new CSV attachment, orders automatically get created/canceled in the Eshopbox workspace.

This article will help you to integrate your Gmail account with Eshopbox to create/ cancel orders.

Before you start

Make sure:

  • You must have paid or trial the Zapier account.

  • You are familiar with Zapier’s actions and triggers.

Learn more about connecting apps to Eshopbox via Zapier.

Creating order

When you integrate the Gmail account with Eshopbox via Zapier, it will help to create order on the Eshopbox workspace. It happens when you receive a new email on your Gmail account with a CSV attachment. This CSV is for creating orders. Click here for CSV format.

To get started with setting up the Zap workflow, click here. You can also search for this Zap on the Eshopbox integration page. Now, follow the below steps to set up your Zap:

Step I: Set up your zap trigger

When you first set up your Zap trigger, Zapier will attempt to find some sample data from your trigger app to use in the Zap. For example, if your trigger brings in data from a new CSV row, Zapier will pull in a sample row. The sample row can then be used as test data in an action step later in the Zap.

First, fill the sample value in the CSV to create order and send it to the Gmail account. This will be the Gmail account you want to integrate. The below steps will guide you to provide trigger details:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is Gmail and In the event, choose a new attachment in Gmail.

  • Choose account: Login with your Gmail account where you will receive the email. The same will be reflected here.

Click on continue.

💡CSV should contain a single row only. This means your CSV should have a single entry.

  • Customize attachment: Below two options will help you to customize your attachments:
    - Label/mailbox: This is the folder where you will receive all the emails. For example, inbox, sent, drafts in Gmail. You can also ‘create new labels’ to receive these emails.
    - Search string: This works the same as the search bar in Gmail. For example, from, to, subject. Here, you can mention the subject line of the email.

Click continue.

  • Test trigger: Once you have completed the above step, click on the test trigger. Testing your trigger will see if it pulls in the correct data. This will confirm that the right account is connected and your trigger is set up correctly.

Step II: Extract CSV details from Gmail attachment

In this step, you need to convert the CSV data to a usable format in the action app. So that the information can be used to transfer to the Eshopbox workspace. The below steps will help to extract CSV details:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is formatter, and the event is a utilities.

  • Customize utilities: The values mentioned in the screenshot below will help you to customize the utilities details.

  • Send data: This step will help to test this step. Once the test is successful, click on continue.

Step III: Adding logic for order subtotal

In this step, you will perform mathematical operations on data extracted from the CSV. This is the data that you pulled in step II. It will help to calculate the order subtotal.

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is formatter, and the event is a numbers.

  • Customize numbers: Select spreadsheet-style formula as the transform. In the values, add the below formula.
    (Product Price - Discount)*Quantity
    Refer to the below screenshot to customize numbers.

  • Send data: This step will help to test this step. Once the test is successful, click on continue.

Step IV: Adding logic for the balance due

In this step, you will perform mathematical operations on data extracted from the CSV. This is the data that you pulled in step II. It will help to calculate the balance due.

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is formatter, and the event is a numbers.

  • Customize numbers: Select spreadsheet-style formula as the Transform. In the values, add the below formula.
    Cod*(Product Price - Discount)*Quantity)
    Refer to the below screenshot to customize numbers.

  • Send data: This step will help to test this step. Once the test is successful, click on continue.

Step V: Adding logic for order total

In this step, you will perform mathematical operations on data extracted from the CSV. This is the data that you pulled in step II. It will help to calculate the order total.

  • Choose app & Event: It is a pre-filled column. The values are editable, so make sure the selected app is formatter, and the event is a numbers.

  • Customize numbers: Select spreadsheet-style formula as the transform. In the values, add the below formula.
    (Product Price - Discount)*Quantity + Shipping Charges.
    Refer to the below screenshot to customize numbers.

  • Send data: This step will help to test this step. Once the test is successful, click on continue.

Step VI: Create order in Eshopbox

After you set up your zap trigger, you need to add an action to your zap. An action is a job your zap performs when your trigger event occurs. Follow the below steps to add action to zap:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is Eshopbox, and the event is create order.

  • Choose account: Login with your Eshopbox account. As shown in step I.

  • Customize order: All the formula which we applied in step II, III, IV will help you to fill the below details. Refer to the below screenshot to assign the values present in the CSV

Below are the details related to the shipping address. Follow the screenshot to provide key values.

  • Turn on ZAP: When you have shared all the necessary details. Click on Test Action or skip the test. Finally, you can turn on the ZAP. This will make your ZAP live. Whenever any new attachment is shared on the Gmail account, the new order will be created.

Cancel order

Whenever you receive a new email on your Gmail account for canceling an order, the email should contain an attachment with CSV format. Click here to find create order CSV format.

To get started with setting up the workflow, click ‘here.’ Now, follow the below steps to set up your zap:

Step I: Set up your zap trigger

When you first set up your zap trigger, Zapier will attempt to find some sample data from your trigger app to use in the zap. For example, if your trigger brings in data from a new CSV row, Zapier will pull in a sample row. The sample row can then be used as test data in an action step later in the Zap.

First, fill the sample value in the CSV to cancel the order and send it to the Gmail account. This will be the Gmail account you want to integrate. The below steps will guide you to provide trigger details:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is Gmail, and the event is a new attachment in Gmail.

  • Choose account: Login with your Gmail account where you will receive the email. The same will be reflected here.

Click continue.

💡CSV should contain a single row only. This means your CSV should have a single entry.

  • Customize attachment: Below two options will help you to customize your attachments:
    - Label/mailbox: This is the folder where you will receive all the emails. For example, inbox, sent, drafts in Gmail. You can also ‘create new labels’ to receive these emails.
    - Search string: This works the same as the search bar in Gmail. For example, from, to, subject. Here, you can mention the subject line of the email.

Click continue.

Step II: Extract CSV details from Gmail attachment

In this step, you need to convert the CSV data to a usable format in the action app. So that the information can be used to transfer to the Eshopbox workspace. The below steps will help to extract CSV details:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is formatter, and the event is a utilities.

  • Customize utilities: The values mentioned in the screenshot below will help you to provide customize the utilities details.

  • Send data: This step will help to test this step. Once the test is successful, click on continue.

Step III: Cancel order in Eshopbox

After you set up your zap trigger, you need to add an action to your zap. An action is a job your zap performs when your trigger event occurs. Follow the below steps to add action to zap:

  • Choose app & event: It is a pre-filled column. The values are editable, so make sure the selected app is Eshopbox, and the event is cancel order.

  • Choose account: Login with your Eshopbox account.

  • Customize Cancel order: Customize the data that you want to send over to Eshopbox. Refer to the below screenshot to assign the values present in the CSV

  • Turn on ZAP: When you have shared all the necessary details. Click on Test Action or skip the test. Finally, you can turn on the ZAP. This will make your ZAP live. Whenever any new attachment is shared on the Gmail account, the order will be canceled.

Whenever you want to edit your zap, click here to understand the editing process.

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