With a tool like Ecwid, you can easily build an online store. Add Formstack Documents to your store and populate new order documents like invoices, receipts, and shipping documents. Here's how!
Set up Document
Step 1: Set up a template within a Word document. Use merge fields like {$Name}, {$Address}, {$Amount} to insert your customer invoice information to make a shipping slip template.
Customize the template with a table to show line items in the customers' orders. Use a comma-separated list for the line items like {$names = explode(“,”, $names)}.
Step 2: Upload the template to Formstack Documents. Select New Document, enter a name, and choose "I have a document I would like to use" from the dialogue box.
Note: You may also use a template or build from scratch right within the Formstack Documents app. See here for more information.
Step 3: From the Settings tab, modify options as needed. For example, create a PDF version of the invoice and include the Order Number in the file name.
Step 4: Pick how you want it delivered (for example email it to your company
s shipping department). For the "To Address" enter the shipping department's email address.
Connect to Ecwid
After you have updated your delivery, set up the process inside Zapier to integrate with Ecwid.
Step 1: Inside Zapier, click the New Zap button.
Step 2: For the trigger, settings choose Ecwid as the service and New Paid Order as the trigger.
Step 3: Authenticate your Ecwid account.
Step 4: Follow Zapier's automated test order to review and confirm.
Step 5: Authenticate your Formstack Documents account and choose the created template. Zapier will populate the list of all merge fields in the document.
Step 6: Pick the corresponding fields from Ecwid into the merge fields of your document.
Step 7: Once fields are matched, save your new Zap to turn the integration on.
Moving forward, submissions on your Ecwid site will send data over to your Formstack Document and then be sent to your shipping department to send the items.
Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.
Or check out Professional Services to take on and create projects customized just for you! Schedule a consultation to get started.