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Quick Start Walkthrough

Let us build a complete, useful automation in five minutes: "When a new sale is created at Acme, post it to the team's Slack channel."

  1. Add the Trigger. New workflow → add iVendNext Trigger. Choose your iVendNext API credential. Set DocType = Sales Order, Event = After Insert, Trigger Name = New Sale → Slack.

  2. Enrich the data. Add an iVendNext action node. Operation = Get, DocType = Customer, Document Name = ={{ $json.customer }}. Now you have the customer's full details alongside the order.

  3. Post to Slack. Add a Slack node and compose a message such as: "🛍️ New order ={{ $json.name }} — ={{ $json.grand_total }} from ={{ $json.customer }}."

  4. Activate. Toggle the workflow to Active.

  5. Test. Create a sales order in acme.ivendnext.com. Within seconds the Slack message appears.

That's the pattern

Trigger → Get more detail → Do something. Swap Slack for email, a shipping carrier, a webstore, or an AI agent and you have covered most retail automations.

Last updated 6 hours ago
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