TradeGecko Automation is a powerful tool to help you build customized workflows to perform frequent tasks on Sales Orders and Fulfillments.
Here are some actions you can automate with our tool:
1You can route Orders based on Stock Levels in different Locations. Add Line Items such as Products, Discounts, and Shipping.
2Send Email and Slack Notifications to Customers or your Team Members.
3Add Tags and Notes to Orders and Relationships.
4Send Invoices, Pack Orders and create Fulfillments.
Plus many more actions, all automatically! 🦾
Visit the Sales Orders section inside TradeGecko to get started with Automation. If you have not used the tool before you will be asked to 'Authorize Automation' so that the app can connect with your account.
Once authorized, you can view all your Workflows from the Automation page.
Enable and disable them from this page, and check on how many times the workflow has run. From here, you can clone a workflow which duplicates the rules ready to change and save as a new Workflow.
If you select 'View', you will be taken to the Automation app where you can see more details on the actions being performed.
The Automation show page for a Workflow shows you the Orders for which this rule has interacted with as either having skipped the order or successfully written to it based on the criteria you have assigned in the Workflow. This screen will also show if there have been any unexpected errors when trying to run the rules.
From here you can click on the edit 'Pen' icon to make changes.
Inside the Automation section, we also included a tab with many useful Templates to help you start using the tool easily!
If you click on 'Get Started with this Template', you will be taken to the Automation app to make any edits you might require to customize the Workflow to your exact needs.
In addition, we included instruction links for every Template that bring you to this site with a breakdown of how each workflow has been constructed and what you might need to do to customize it further.
Read this yet?
Check out the Automation Workflow Templates section to learn more and edit your workflows using the tool today!
Enjoy exploring our TradeGecko Automation 🤖