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Order Automation & Integration Platform

Order Automation & Integration Platform

Order Automation & Integration Platform

Jewel Box Platinum — custom awards manufacturer (contact: Steve Driss)

A custom awards manufacturer (RIAA Gold/Platinum records, Grammy and Spotify streaming awards) needed their Shopify storefront wired to CRM, production tracking and accounting — with nothing falling through the cracks between systems.

A custom awards manufacturer (RIAA Gold/Platinum records, Grammy and Spotify streaming awards) needed their Shopify storefront wired to CRM, production tracking and accounting — with nothing falling through the cracks between systems.

PROJECT ARCHITECTURE

Operational flow at a glance

Operational flow at a glance

Completed

01 — INPUT

A custom awards manufacturer (RIAA Gold/Platinum records, Grammy and Spotify streaming awards) needed their Shopify storefront wired to CRM, production tracking and accounting — with nothing falling through the cracks between systems.

02 — SYSTEM

Order placed via a dynamic Shopify configurator • Deal auto-created and synced in Hubspot • Production tracked in Airtable, visible to the customer • Invoice reconciled in QuickBooks by order number

03 — DELIVERY

E-commerce storefront with a dynamic configurator and deposit-only checkout • Collision-safe order numbering written back to Shopify and synced across Hubspot, Airtable and QuickBooks • Manual approval gates for labels and billing, plus automated stale-status reminders

CAPABILITY STACK

Shopify • Hubspot • Airtable • QuickBooks Integration • AI Automation

HOW IT WORKS

Order placed via a dynamic Shopify configurator • Deal auto-created and synced in Hubspot • Production tracked in Airtable, visible to the customer • Invoice reconciled in QuickBooks by order number

WHAT WE BUILT

E-commerce storefront with a dynamic configurator and deposit-only checkout • Collision-safe order numbering written back to Shopify and synced across Hubspot, Airtable and QuickBooks • Manual approval gates for labels and billing, plus automated stale-status reminders

CAPABILITIES

Shopify • Hubspot • Airtable • QuickBooks Integration • AI Automation