Getting started with Cin7 Automation Bots


Simon Eskow
Created March 09, 2020

Adding Automation Bots to your Cin7 account

To add Automation Bots to your Cin7 account:

  1. Log in to Cin7 as an Administrator.
  2. In the left navigation pane, click App Store.
  3. Select Cin7 Apps and click Automation Bots.
  4. Click "Request App Installation".

Automation Bots will be automatically added to your account. 

Note: Inter-company Automation Bots require additional configuration by Cin7 before being activated. Please contact Customer Support to set up inter-company Automation Bots.

Setting up Automation Bots

Follow the links below to learn how to set up and configure specific Automation Bots:

Batch Ecommerce Order Bot
Simplifies the processes for syncing eCommerce orders with your accounting software.
Learn more 

Sales Order Email Bot
Creates fast, efficient sales order-related communication for superior customer service.
Learn more

Branch Replenishment Bot
Eliminates manual data analysis when optimizing inventory across multiple stock locations.
Learn more

Purchase to Order Bot   
Creates and sends POs to suppliers when a sales order is created, updates sales orders, and sends emails to suppliers.
Learn more 

Dropship Automation Bot
Creates and sends POs to suppliers when a sales order is created, updates sales orders, and sends emails to suppliers.
Learn more

Inter-company Bots
Eliminate tasks for linked Cin7 accounts related to three specific workflows:

Orders-Learn more
Stock Visibility-Learn more
Price Mapping-Learn more