API integration. RFQ, Quotes, Orders and payments
Integrate your system with Automa.Net for improved efficiency and sales conversion. If you are using a custom-built ERP system or Microsoft Dynamics, Infor, Epicor, SAP, or any other system, you could use our API to integrate and exchange the data.
Automa.Net
Last Update 6 maanden geleden
Diagram Flow with links is available here
1. How to receive RFQs from Automa.Net?
Receive all RFQs you are getting through Automa.Net using a webhook event HERE
You can also download a list of all RFQs received and sent using this API:
- Received RFQ's API
2. How to create and send a quote?
Create a quote inside your system/ERP and send it over to Automa.Net
to create a quote use API "Create Quote"
to update previously created quote you can use "Put Quote"
Once created send it over to your customer via API using "Send Quote"
You can receive your buyer response via Webhooks:
- a buyer "Accept Quote"
- a buyer "Decline Quote"
- or if quote got "Expired" (happens if buyer didn't interact with quote in given time)
You can also "Track Quote Opening" whether it was opened in portal or in sent email to the buyer.
3. How to receive orders events and how to interact with it?
After buyer quote acceptance you will receive "Order Received" webhook event
You can interact with received order with following actions:
- "Accept Order" - you can confirm order (to check you have parts in stock for example)
- "Declined Order" - you can decline order (if spotted that your stock is out)
You can also provide "shipping tracking url" after confirming your order
4. How to receive payment events and how to change bank transfer payment status?
If buyer accept an order you will receive following webhook events:
- "Payment Created" - after "Accept Order" if payment method is bank transfer or After "Order Received" if payment method is Stripe
- "Order Payment Assigned" - after Payment Created event
- "Payment Status Updated" - You will also receive payment events if its status is changed (Paid)
You can also manually change your payment status here (works only if payment method is bank transfer)