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This article is part of a series helping users get started with the Template Workflows we have included in TradeGecko Automation (formerly known as Connect). To use a Template, visit here and select a Workflow to edit and apply to your orders!
The Workflow helps you to send a notification within your team using Slack.
Upon an event such as Order Creation, Order Finalization, Shipment Created, or Sales Invoice Created, we can set a trigger to send notifications to your team using Email and Slack.
In this case, we take a new Shipment being created for an order set to a specific Stock Location. The choice of Warehouse is editable as a dropdown menu when you edit the template and all Stock Locations in your TradeGecko account will be displayed.
On the workflow show page (shown above) it will show the Location by ID. For example, our Primary Warehouse ID is 30242. However, you can also select the Stock Location by Name when editing.
For a new Shipment from this Location, we now have to select to send a Slack message to either a team member using @name or to a public or private channel using #channel. The Automation will prompt you to authorize the connection with your Slack account to TradeGecko. Once you have authorized, you can create more workflows that post to Slack.
Above is an example message you will see depending on what you decide to include in the message body. The post will appear by the Geckotron App.
Here are the code blocks ready to copy and paste for the example above
Body
"Order #{{fulfillment.order.order_number}} has been successfully shipped from the North America warehouse!\n{% if fulfillment.order.source %}Source: {{fulfillment.order.source}} {% endif %}\nCustomer: {{fulfillment.company.name}}\n"
Enjoy exploring our TradeGecko Automation 🤖