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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 is received from a customer who is of high-value.
Upon all new orders received in the system, this automation checks for two possible conditions existing.
- If the customer has already been tagged as high value.
- If the total value of the order is over a certain threshold.
Should either one or both of these conditions are met, we will then send an email to the order assignee with a notification that a high-value customer has created an order with a note for you to prioritize.
Here are the code blocks ready to copy and paste for the example above
To
"{{order.assignee.email}}"
Subject
"New High Value Sales Order #{{order.order_number}}"
Body
"New high value order worth {{order.total}} received from {{order.company.name}}, please prioritise today!"
Enjoy exploring our TradeGecko Automation 🤖