Automation rules and triggers help you automate order processing, notify customers about order updates, and assign tasks to your team.
Types of automation
Automation tools are divided into three groups:
- Automation rules for employees – update order details, run workflows, create tasks, and notify team members.
- Automation rules for client communications – send emails, SMS messages, or automated calls.
- Triggers – update the order status automatically.
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Set up automation rules
- Go to Online Store → Orders.
- Click Automation rules.
- Select Configure automation rules.
How automation rules work
An automation rule runs when an order enters the stage where the rule is set.
- When the order moves to a new stage, rules from the previous stage stop running.
- Use Run after previous rule to control the order of actions.
Enable this option when you need actions to run one after another. For example, create an order number and then send it to the customer.
If you disable this option, all rules in the stage run at the same time.
Available automation rules
Adds an activity to the order. You can view it in the order form.
Adds a message to the order history.
Adds a comment to the order timeline.
Posts a message to the activity feed.
Marks all shipments in the order as approved for delivery.
Marks the order as Paid, Shipped, or Canceled.
Assigns a new owner to the order.
Updates the order stage.
Sends a notification to an employee. You can configure the sender in Notification, but not in Control.
Creates a document from a selected template.
Adds a new item to a selected list.
Deletes the CRM record if the order is not paid.
Retrieves data from a contact, company, or employee profile.
Updates order fields or related details.
Updates an item in a selected list.
Updates shipment fields in the order.
Sends a message to an employee. For customer messages, use rules in Client communications.
Creates a code based on defined rules.
Use it in later steps when Run after previous rule is enabled.
Retrieves data from a selected list.
Starts a selected workflow.
Creates a call or meeting activity.
Updates the shipment status.
Creates a task.
Pauses the process until a customer action or a set time. Then notifies the responsible employee.
