Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Epicor integration
Answer order, stock and account questions from Epicor without opening the ERP.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Epicor
Say where the order is
The Epicor sales order tells the customer what shipped, what is on back order and when the rest is due, without a call to the office.
Do not promise what is gone
Stock levels from Epicor answer availability questions, so a quantity is confirmed rather than guessed from a catalog page.
Quote the right price
Account specific pricing and credit terms in Epicor reach the chat, so a trade customer is not quoted the public rate.
Take the order in the conversation
A repeat order agreed in chat is created in Epicor with the right customer, part numbers and terms, so nothing is retyped from an email.
Overview
Epicor holds the orders, the stock and the customer accounts, and almost nobody who answers customers has a license for it. Connected to Tidio through Zapier or the Tidio API, the chat reads what it needs: whether an order shipped, what is in stock, what an account is allowed to buy on credit. Orders and changes agreed in a conversation are created in Epicor, so the ERP stays the record without becoming a bottleneck.
Key features
- Answer order questions with the Epicor sales order and its status behind the reply
- Check stock before promising using the inventory Epicor actually holds
- See the account terms so a credit or pricing question is answered correctly
- Create the order from a chat and let Epicor apply the rules it always does
Epicor
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Epicor in minutes
1
Connect Tidio and Epicor
Link them with Zapier or the Tidio API, using an account limited to the Epicor data support and sales are allowed to see.
2
Decide what is readable
Choose which Epicor orders, stock and account fields reach a conversation and what may be created from one.
3
Keep the ERP in charge
Epicor still applies pricing, credit and stock rules, and the chat is the way people ask about them.
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Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Epicor integration
Does everyone need an Epicor license?
No, and that is the point. The integration reads the fields you approve, so the people answering customers see order and stock data without a seat in the ERP.
Can a chat change an order?
Only what you allow. Most teams let a conversation create an order or a request and keep amendments in Epicor, where the approval rules live.
Is the Epicor integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Epicor integration.