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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!
This workflow helps you to notify a team member when an order has been received as Finalized from a certain sales channel with payment made and is ready for a shipment to be created.
First, we check for all orders created or advanced in the system as 'Finalized', for example, an order arriving in this case from Shopify.
On the workflow show page (shown above) it will display the channel by ID. For example, Shopify's ID is 2 and the TradeGecko B2B eCommerce Platform ID is 7, etc. However, you can also select the channel by Name.
This automation then checks to see if the order has been marked as paid and therefore can be shipped, if it can then we send an email to the team member who is marked as the order assignee notifying them that the order is ready to be processed for shipping!
Here are the code blocks ready to copy and paste for the example above
To
"{{order.assignee.email}}"
Subject
"Payment Received for Order #{{order.order_number}}"
Body
"A new order from Shopify with payment in full of {{order.total}} has been received from {{order.company.name}}. Please proceed with packing the order and creating a shipment.\n"
Enjoy exploring our TradeGecko Automation 🤖