Running an online store can be a great boost to your business and with a tool like Ecwid, you can build an online store in minutes.  Easily integrate your store on your current website and start collecting orders in no time.

Add Formstack Documents to your store, and you can automatically populate all sorts of documents when you receive a new order.  From invoices and receipts to shipping documents, you’ll never have to manually generate a document again!

In this example, we’re going to show you how to automatically populate a packing slip when we receive a new order from Ecwid.  We’ll email this packing slip to our fulfillment center for processing.

To get started, we’re going to set up the template for our packing slip using the online document builder inside Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, select the Build Your Own option and continue.

On the document builder, we’re going to add our logo, company info, and then for the spots that we want to insert our order/customer info, we’re going to use merge fields that look like {$Name}, {$Address}, {$Amount}, etc.

Since we’ll need to list the items that were ordered, we need to set up a table in our template to “loop” through the line items in our order.  The line items are going to be sent over in a comma-separated list, so we need to split the line item fields like this:

{$names = explode(“,”, $names)}

Here’s what our table looks like:

Once you have your template finished, go ahead and save the document, then we’ll move on to the Settings tab.

Under Settings, you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to output a PDF and include the Order Number in the name of our merged file.

Next, we’re going to set up the delivery of our document so that it is automatically emailed to our shipping department.  Under the Deliver tab, we’re going to edit the default email delivery.  For the To address, we’re going to enter our shipping department’s email address.  Feel free to change any of the other settings and include merge fields in the boxes.

Once you have saved the email delivery, we are done with the setup process in Formstack Documents and we’re ready to integrate with Ecwid.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to set up a New Zap.  For the trigger, we’re going to choose Ecwid as the app and then New Paid Order as the trigger.

Once you authenticate your Ecwid account, Zapier is going to load a test order to make sure that everything is working correctly.  Follow those steps and continue.

Next, we’re going to set up the Action of our Zap.  For the app, choose Formstack Documents and then Create Document Merge as the action.

Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents that are in your account.  Go ahead and pick the packing slip that you set up and Zapier will load a list of the merge fields in your document.

For each of the merge fields, you’ll need to pick the corresponding fields from Ecwid.  This tells Zapier how to send the data over to Formstack Documents so that it is populated in the correct spot on your template.

Once you have matched up all of your merge fields, go ahead and save your Zap and turn it on.  We’re ready for a test!  Submit a new order in Ecwid and Zapier will detect this new order and send the details over to Formstack Documents.

Here’s what our packing slip looks like ready for shipping:

Congrats, you’re all finished!  You can now automatically populate all kinds of documents from your Ecwid orders.  Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.