Automation Workflow Templates
Choose from the templates available to streamline and expedite your order processing.
- Email Team Member with Payment Notification
- Email to Notify Customer of Order Status
- Email Team Member when a High-value Customer Orders
- Add Tags to Customer
- Add Tags to Order based on SKU
- Add Tags to Order Based on Buyer Details
- Add Discount for New B2B eCommerce Platform Customers
- Add Free Shipping on Sales Orders over $1000
- Route Order to Fallback Warehouse if Stock is Low
- Notify Assigned Team Member of Orders Ready to Ship
- Add Tags to Trade Show Orders
- Email Customer when Order is Shipped
- Create Fulfilment upon Order Finalization
- Assign Team Members to B2B eCommerce Platform Orders
- Add Free Gift Line Item To Shopify Orders Over $100
- Send Sales Order Invoice
- Tag Orders with No Stock and Alert Team Member
- Assign Shopify Orders to Warehouse by Region
- When Order is not Fully Shippable, Partially Pack and Re-Route
- Invoice Only Items with Stock Available
- Notify Team on Slack when Order is Shipped