Orderspace automation for wholesale order workflows
Capture new wholesale orders, route approvals, and sync customer details so every order stays organized.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Orderspace.
Update records in Orderspace automatically when data changes in the apps your team already uses.
Log Orderspace activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Orderspace
Ready-made flows built with Orderspace — preview one, then make it yours.
Ready to use Orderspace automations
Triggers and Actions in Orderspace Automations
viaSocket makes it simple to connect Orderspace and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
New Dispatch
Triggers when a new dispatch is created.
New Invoice
Triggers when a new invoice is created.
New Order
Triggers when a new order is created.
New Payment
Triggers when a new payment is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Orderspace integrations.
Create Customer
Create a customer with company details, contact, address, tax, payment terms, and price list.
List Orders
Retrieve orders and filter by status, customer, reference, created/delivery dates, or selected fields.
Create Dispatch
Create a dispatch.
Create Order
Create a new order by customer (ID, email, or company). Configure delivery date, order lines, and shipping/billing.
List Products
Retrieve products with optional filters (code, name, category, active, created/updated dates, limit, and fields).
List Categories
List product categories with optional filters for name, parent, and pagination.
Real-world use cases of Orderspace integrations
See how Orderspace integrates with popular apps to automate tasks and streamline your workflow.
Send new Orderspace wholesale orders to Slack so sales can review urgent requests.
Create QuickBooks invoices when an Orderspace order is accepted for billing.
Add Orderspace order details to Google Sheets for weekly revenue reporting.
Open Zendesk tickets when Orderspace orders need address updates or item fixes.
Send Orderspace wholesale order confirmations to your email for account follow-up.
Log Orderspace order totals in your spreadsheet for month-end sales review.
How to get started with Orderspace automations
Automate when something happens in Orderspace
Login -> Create new flow -> Select trigger -> Search Orderspace -> Choose the trigger from the list
Take action in Orderspace when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Orderspace -> Choose the action from the list
Trigger
Action
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About Orderspace
Orderspace makes it simple for businesses to manage and accept wholesale orders online, offering an easy and efficient ordering experience.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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