Automations Tutorial

Overview

This tutorial will help you set up automated workflows using the Condition → Trigger → Action system. Automations can simplify tasks like handling orders, notifications, or inventory updates.

Set the Condition

The Condition defines the starting point or criteria for your automation. For example:

All Orders: Apply the automation to all incoming orders.
Orders with tags: Target orders that could have specific tags.
Specific Order Items: Focus on certain order items.

How to Set a Condition

1.  Choose a Condition Type: From the dropdown menu, select the criteria that best matches your needs.
2.  Refine Your Condition: Add filters (e.g., date ranges, warehouses, or product SKUs) for more precision.

Define the Trigger

The Trigger specifies when the automation will start. It’s the event that activates your automation.

Trigger Options

•   Now: Executes the action immediately when the condition is met.
•   Order is created: Triggers when an order is created.
•   Order Status Change: Triggers when an order moves to a new status (e.g., from pending to shipped).

Configure the Action

The Action is what the automation will perform once triggered. For example:

Edit Order: Modify the shipment details or add notes.
Send Notification: Alert the customer or team.

How to Configure an Action

1.  Select an Action Type: Choose from the available actions (e.g., Edit Order, Send Notification).
2.  Specify Action Details: Add custom values or parameters (e.g., recipient emails, fields to edit).

Preview and Save

Use the Preview button to simulate the automation and verify the outcome.
Once satisfied, click Save to activate your automation.

Sample Automation

Goal: Notify administrator when an order is packed.

Condition: All orders.
Trigger: Status changes to packed.
Action: Send email to the administrator with the details.

Additional Tips

•   Use specific triggers for better results (e.g., time-sensitive updates).
•   Test your automation before saving.