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AI connector use case · Orders

Send a quotation, invoice or receipt into the chat

Ask the AI to send an order's quotation, invoice or receipt into the customer's chat. It arrives as a picture, from your number.

  • Reading on
  • Changes on
SEND THE INVOICE: Pick the order; Quotation, invoice or receipt; Arrives as a picture

The prompt

Copy this into Claude, ChatGPT or Gemini

Kamal paid 3,800 by bank transfer. Mark his latest order paid and send him the receipt.

Change the names, times and amounts to your own.
  • Reading on: Switch on “Let Claude read my chats and orders” on the Claude tab of InboxCRM’s HTTP API window.
  • Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.

Step by step

How to do it

What you get: Professional documents in the customer's chat in seconds.

  1. 1Check the payment in your own bank or payment app first.
  2. 2Switch on changes in InboxCRM.
  3. 3Paste the prompt.
  4. 4The AI updates the order and sends the document.
  5. 5Check the chat to see it arrived.

Tips

  • Send a quotation before the order is confirmed.
  • Ask "which orders are unpaid?" every week.

Watch out

The AI cannot see your bank. Only you can confirm money arrived.

Connector tools used:ordersorder_documents

Not connected yet?

Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.

Set up the AI connector

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