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AI Automations

Yadasutra — Shopify and Zoho Order Automation System

How Yadasutra eliminated manual order entry, reduced processing errors to zero and recovered two to three staff hours every day.

AI automationShopifyZoho Books

Executive Summary

Client: Yadasutra
Industry: E-commerce / Shopify

Yadasutra's team was manually transferring customer, product and address data between its commerce and accounting tools for every order. The work consumed two to three hours each day, delayed customer communication and exposed invoices to avoidable data-entry errors.

TEKMO AI built an end-to-end order automation system connecting Shopify, Zoho Books, Razorpay, WATI WhatsApp and Google Sheets. Cash-on-delivery and online-payment orders now follow the correct workflow automatically, from order creation through payment confirmation and invoice delivery.

The Challenge

Order growth was creating more administration rather than more leverage. A team member had to re-enter the same information into Zoho Books, update Shopify, prepare customer communication and track payment status. The repetitive process diverted staff from customer service, marketing and growth while introducing errors into order records.

Yadasutra needed to remove the human handoff without replacing the tools the team already knew.

The Solution

TEKMO AI used Make.com as the orchestration layer and created separate logic for cash-on-delivery and online-payment journeys. Each workflow moves the correct information between systems in real time and keeps the customer informed through WhatsApp.

How It Works

Cash-on-Delivery Orders

When a new entry is created in Zoho Books, the workflow sends the order data to Shopify and WATI delivers the formatted invoice to the customer's WhatsApp number. No employee needs to copy customer or product details between platforms.

Online-Payment Orders

The system generates a Razorpay payment QR code and sends it to the customer through WATI. After payment, a webhook confirms the transaction, updates the Shopify order, records the event and sends the final invoice automatically.

Operational Record

Google Sheets maintains a clean processing log, giving the team a simple audit trail without requiring another software subscription.

Business Results

  • Two to three hours of manual work removed every day.
  • Manual order-entry errors reduced to zero.
  • Customers receive invoices and payment instructions immediately through WhatsApp.
  • Order and payment status remain synchronized across the existing commerce and accounting tools.
  • The improvement required no new headcount and no replacement of Yadasutra's core systems.

The team can now focus on customers and growth while the order-to-invoice process runs reliably in the background.

Technology

Make.com, Shopify, Zoho Books, Google Sheets, WATI WhatsApp and Razorpay.

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