All work
Email parsing · CRM · 2024
Order emails become deals, invoices and tracking — automatically
Structured order emails are parsed with custom JavaScript, turned into Pipedrive deals with the right details, filed away, and followed by payment, invoice and confirmation emails.
- Client
- European healthcare e-commerce business
- Engagement
- Fixed-price, delivered across 9 milestones
- Stack
- Zapier · JavaScript code steps · Pipedrive · Invoicing API · Email
The workflow, simplified
ReadyIllustration
Simplified illustration of the delivered workflow, with no client data.
The problem
Every order arrived as an email with a fixed structure. Staff retyped order numbers, customer and prescriber details into the CRM, then sent payment links and invoices by hand.
What I built
- Parser for order number, customer, totals and prescriber details
- Deal created in Pipedrive with a consistent title format
- Processed emails moved to a separate folder
- Payment-link email, PDF invoice via the accounting API and success notification
- Monitoring period to confirm the system ran smoothly in production
Related track record
Email parsing automation
7 contracts6 clients
2020–2025
Zapier custom code and webhooks
104 contracts83 clients
2020–2025
CRM integrations (Pipedrive, HubSpot, Follow Up Boss, Salesforce, Zoho)
27 contracts26 clients
2020–2024
Delivered Upwork contracts that involved this capability, and how many different clients they came from.
Have a process like this?
Next project
Program intake to invoicing in one connected Airtable CRM