🤝 Automate PDF purchase orders to sales orders in Adobe Commerce with AI
⚡ 556 views · 🤝 CRM & Sales Operations
Description
📄 PDF-to-Order Automation for Magento2 (Adobe commerce / open source)
Description
This n8n template demonstrates how to automatically process PDF purchase orders received via email and convert them into sales orders in Adobe Commerce (Magento 2) using Company Credit as the payment method.
This is especially useful for B2B companies receiving structured orders from clients by email.
Use cases include:
- Automating incoming B2B orders
- Reducing manual entry for sales teams
- Ensuring fast order creation in Adobe Commerce
- Reliable error handling and customer validation
Good to know
- This workflow is tailored for Adobe Commerce, using the Company Credit payment method.
- It requires that the customer already has an account in Adobe Commerce and is authorized to use Company Credit.
- The same flow can be easily adapted for other payment methods (e.g. Purchase Order, Bank Transfer).
- No third-party services are required aside from n8n and access to Adobe Commerce with API credentials.
How it works
- Trigger → Monitors an email inbox for incoming emails with PDF attachments.
- Extract PDF → Downloads the attached PDF and parses order data (e.g. SKU, quantity, customer reference).
- Validate Customer → Checks if the sender matches an existing customer in Adobe Commerce and verifies Company Credit eligibility.
- Create Order → Generates a new order in Magento using the extracted product data and Company Credit.
- Handle Errors → Logs issues and can notify a designated channel (email, Slack, etc.) if something goes wrong.
- Optional Enhancements → Add logging to Airtable, send confirmations to customers, or attach parsed order data to CRM entries.
How to use
- A manual trigger is included as an example, but you can replace it with an IMAP Email Trigger, Gmail Trigger, or Webhook, depending on your setup.
- Customize the PDF parser node to fit your specific document layout and field structure.
- Configure Adobe Commerce API credentials in the HTTP nodes (or use environment variables).
- Optionally connect error steps to Slack, Email, or dashboards for monitoring.
Requirements
- ✅ n8n instance (self-hosted or cloud)
- ✅ Adobe Commerce (Magento 2) instance with API access and Company Credit enabled
- ✅ Structured PDF templates used by your customers
- (Optional) Slack/Email/Airtable for notifications and logs
Customising this workflow
This workflow can be adapted for:
- Other payment methods (e.g. Purchase Orders, Online Payment)
- Magento open source ready. Just use your own payment method
- Alternate order sources (e.g. uploading PDFs via a portal instead of email)
- Parsing other document formats (e.g. CSV, Excel)
- Direct integration into ERP systems
🔗 Nodes Used
HTTP Request, Execute Sub-workflow, Microsoft Outlook, Stop and Error, AI Agent, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File