Airtable node
Webhook node
Gmail node
+4

Store new orders to Airtable and summarize daily orders through email

Published 22 days ago

Created by

jay
Jay Hartley

Categories

Sales

Template description

What this template does

This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. It receives new orders via webhook and stores in Airtable. At 7PM every day, it sends a summary email with the day's orders in a HTML table

Setup:

Instructions Video

  1. Create a new table in Airtable and give it a field time with type date, orderID with type number, and orderPrice also with type number.
  2. Create a new access token if you haven't already at https://airtable.com/create/tokens/new. Make sure to give the token the scopes data.records:read, data.records:write, schema.bases:read and access to whichever table you choose to store the orders. A pop-up window appears with the token. Use this token to make Create New Credential > Access Token for Airtable in the Store Order and Airtable Get Today's Orders nodes.
  3. Create access credentials for your Gmail as described here: https://developers.google.com/workspace/guides/create-credentials. Use the credentials from your client_secret.json in the Send to Gmail node.
  4. In the Store Order node, change Base and Table to the database and table in your Airtable account you wish to use to store orders. Make sure to use these same values in the Airtable Get Today's Orders node.
  5. Every time an order is created in your system, send a POST request to Webhook from your order software. Each request must contain a single order containing fields 'orderID' and 'orderPrice' (or, edit Set Order Fields to select which incoming fields you wish to save)
  6. Change the schedule time for sending email from Everyday at 7PM to whichever time you choose.

Test:

  • Activate the workflow.
  • From the node Webhook, copy Production URL
  • Send the following CURL request to the URL given to you:
    curl -X POST -H "Content-Type: application/json" -d '{"orderID": 12345, "orderPrice": 99.99}' YOUR_URL_HERE
  • It should say Node executed successfully. Now check your Airtable and confirm the order was stored in the right place.

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